The contact card brings everything you know about a donor into one screen - contact details, donation history, their invoices, the segments they belong to, open tasks and an activity feed. From the card you can also email them all their invoices and manage their recurring donation.
How do I open the card?
Go to the Charity Area → Contacts.
Click the contact's name in the table - the card opens.
Primary Details
The contact's details: phone, email, ID number, address, tags, language, currency and Round Up. Three fields worth knowing:
Subscribed - becomes "false" when the contact unsubscribes from your marketing emails using the link at the bottom of an email you sent.
Receive updates from charities - becomes "false" when the contact opts out of updates from the charity during the donation process.
Language and currency - these are from the contact's last donation, not a setting you control.
The ID number comes from what the donor entered on the donation form (taken from their most recent invoice) - the charity cannot edit it.
Donations
Six metrics: Total donations, Number of donations, Average donation, Highest donation, First donation and Last donation.
Why these numbers may differ from your donations report: they count only donations that completed and were not refunded, and only those the contact chose to share with you. DAF donors who stayed anonymous are not included at all.
Recurring donations
Below the metrics you'll see the status - an active recurring donation, or none. When one is active, the recurring-donation actions let you:
Extend - choose how many months to add. You must confirm that the donor approved the extension before saving; the system will not save without it.
Change the charge day - any day of the month from 1 to 31.
Cancel - with a confirmation step.
Invoices - including sending them to the donor
This section lists all of the contact's invoices: Invoice #, Date and Amount, with a Download icon on each row. You can filter by Year.
Download all - downloads every invoice for the filtered year.
Send to donor email - sends that year's invoices straight to the email on the card. This is the quick answer when a donor asks you to resend their receipts.
If no invoices have been issued yet, the section shows No invoices found.
Segments, tasks and activity
Segments - which segments the contact belongs to (or Not included in any segment).
Tasks - their open tasks, each with Mark as done.
Activity feed - created automatically when the contact does something on Jgive (donates, becomes an ambassador, receives an email), plus notes you add yourself. You can filter by activity type.
The top of the card also has shortcuts: email and phone icons, and a Send SMS button - shown only for charities with SMS enabled.
FAQ
Why is the total on the card different from my report? The card counts only completed, non-refunded donations that the contact shared with you. Anonymous DAF donors are excluded.
Can I correct the ID number on the card? No - it comes from the donor's own donation form.
Why don't I see the Send SMS button? It appears only when the SMS module is enabled for your charity.