17 articles
Understanding Contacts and Contact Records
How do I add a contact record for an individual?
How do I use 'Donor Management' to identify duplicate contact records?
How do I manually flag duplicate contact records?
How do I merge duplicate contact records?
How do I manage "mystery" contacts I do not remember adding?
How do I manage multiple contacts within a contact profile?
How do I create a group of contacts?
How do I add an individual contact to a group?
How do I add multiple contacts to a group?
How do I mark a contact as 'Deceased'?
How do I unsubscribe a contact from e-mail communications?
How do I remove contact records in bulk?
How do I manage individual contacts with multiple e-mail addresses?
How do I add a contact record for an organization?
How do I indicate memberships in 'Donor Management'?
How do I manage membership renewals in 'Donor Management'?