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ContactsOrganizers

The contact page

One page for each person, with their numbers, their registrations, orders and gifts, their household and what they did last.

Open a contact

Open Contacts and press a row. You can also press a name in Recent generosity on the Dashboard, or a member in Household members.

Maria Garcia's contact page: Donor and Event attendee labels, five numbers, the Profile tab and the Garcia Household

The top of the page shows the name, the labels, the email and the phone. Press the email to write to the person from your own email.

The buttons are:

The five numbers

Card Shows
Entered system The day the contact was added.
Time to first engagement The days from that day to the first check-in or gift. Not yet engaged if there is none.
Events attended How many events the person was checked in at, and the last one.
First gift The day of the first gift that went through.
Last gift The day of the last gift that went through.

The tabs

The number next to a tab shows how many rows it has.

Profile

The email, the phone, the personal details (Date of birth, Gender, Marital status, Relationship) and the household address. A dash means the detail is blank.

Registrations

The Registrations tab: seven events with the registration type, Confirmed, and one Checked in

Each event the person is registered for, with the Registration type, the Status and the Check-in. Status is Confirmed, Pending payment, Waitlisted or Cancelled. Press an event to open it.

This tab includes registrations that someone else bought for this person.

Orders

The Orders tab: three orders with the confirmation number, the event, Paid and the total

Each order this person paid for, with the confirmation number, the event, the date, the Payment status and the total. It does not include seats on someone else’s order.

A checkout the person did not finish shows Checkout not completed, and whether they bought later.

Giving

This tab shows only when your organization has at least one fund.

The Giving tab: Total given $250.00, Average gift, Number of gifts, Largest gift, Household giving and Giving history
  • Total given, Average gift, Number of gifts and Largest gift. Total given takes away refunds.
  • Household giving: the total from everyone now in the household, and each person’s part.
  • Giving history: a chart of each month. Press This year, Last 10 months or All time.
  • Transactions: each gift with its date, type, fund, campaign, status and amount.

Online gifts and offline gifts both show here. To refund a gift, open it in Finance › Generosity.

Household members

The box on the right shows the household name, its address and each person in it, with their relationship. This contact marks the person whose page you are on. Press a person to open their page.

Recent activity

The last ten things the person did, newest first. For example:

  • Registered for Harvest Dinner 2026
  • Checked in at Community Health Fair
  • Gave $250.00 to General Fund
  • Refunded $50.00

Updated

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