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ContactsOrganizers

Find a contact

Every person your organization knows is in one list. Filter it to donors or attendees, or search for a name or an email.

The contacts list

Press Contacts in the sidebar.

Contacts: the All, Donors and Event attendees filters, search, and a list of people with their household

Each row shows one contact:

Column Shows
Contact The name and the email. “No email on file” if there is none.
Household The household, and the relationship in it, such as Wife.
Engaged as Donor, Attendee, both, or nothing.
First engagement The date of the first check-in or gift. A dash if there is none.

The list is in last name order. It shows 10 contacts on each page. Use the page buttons at the bottom to see more.

Press a row to open the contact page.

On a phone or a small window, the list shows only the name and the email.

Filters

Press a filter above the list. Each filter shows how many contacts are in it.

Filter Shows
All Every contact.
Donors Contacts who made at least one gift that went through.
Event attendees Contacts who were checked in at an event at least once.
The Donors filter: four contacts, each with a Donor label

A person who registered but did not come is not in Event attendees. To see who registered, open the event’s Registrations.

  1. Type in Search by name or email. The list changes as you type.
  2. Press the × to clear the search.

Type one thing: a first name, a last name or an email. A full name, such as “Maria Garcia”, finds nothing. Type “Garcia” instead.

The search and the filter work together. For example, press Donors and type “Hayes” to find a donor named Hayes.

If nothing matches, you see “No contacts match” and a Clear search button.

Updated

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