Contacts are where we store information about prospects, donors and general contacts.


A contact exists in one of three life cycle stages - Prospect, Donor, or Lapsed. A new contact is automatically set to a Prospect stage. When a gift is added, they are moved to a Donor stage. If 24 months goes by without a gift, they are moved to Lapsed status.



To view/edit a contact:

  1. Click on Contacts in the menu
  2. From the contact list, search for the contact you wish to view or edit
  3. Click on the contact's name to navigate to the contact's detail page
  4. To edit the contact, click on the pen icon 
  5. Make any changes to the contact and save the record
  6. Other actions available under when in edit allow you to change the life cycle stage or archive a contact. Administrators also have the option to delete a contact


To create a contact

  1. Click on Contacts in the menu
  2. From the Contacts list, click the Add Contact button
  3. Choose if the contact is an individual, household or an organization
  4. Enter the required fields, and any optional fields
  5. Click Save
  6. Creating a contact can also be done with the quick add menu


To assign a badge to a contact:

  1. Click on Contacts in the menu
  2. From the contact list, search for the contact you wish to view or edit
  3. Click on the contact's name to navigate to the contact's detail page
  4. Click on Edit Badges. Search for the badge, or type in a new name to create a new badge
  5. Select the badge(s) you wish to apply


To view, upload and download documents

  1. Within a contact record, scroll to the bottom of the Overview column
  2. Click on Upload Documents to store important documents to this record
  3. Once Imported, click the pen icon above the document to edit the title, delete the document or download it for review
  4. To sort through a large amount of documents, input key words into the search bar to quickly find what you need



Watch this video to see how to manage contacts within DonorDock.