Contacts

Contacts are individual people in your database. They're created automatically when someone donates, registers for an event, or creates a fundraising page.

Filtering Contacts

Use the sidebar filters to narrow down your contact list:

• Tags - Filter by custom tags you've applied
• Segments - Use saved filter combinations — see Segments
• Quick filters - Recently added, has email, etc.

Quick Actions

• Cmd+K / Ctrl+K - Quick search across all contacts
• Click any contact to view their full profile
• Use bulk actions to tag, export, or email multiple contacts
• Use Bulk Actions > Log a Note to log one note on many contacts — see Notes

Tips

• Duplicate contacts? See Duplicate Suggestions & Merging
• Import contacts via CSV using a batch — see Importing from Spreadsheet