👟Walkthrough
Standard contact fields give you a fully-rounded view of patrons, helping you tailor communications, track engagement, and enhance service quality. With fields covering donation history, personal info (like birthdays and preferred names), contact preferences, and interaction logs, you'll have everything you need to build stronger relationships.
Patron Contact Details - Available Fields
Summary
Contact Since
Source
Recurring Donor
Total Donated
Total items
Personal Info
Full Name
Preferred Name
Pronouns
Birthday
Contact Info
Email
Mailing Address
Cell Phone
Home Phone
Preferred Contact
Contact Logs
Date
Type
Subject
Contact Orders
Date
Confirmation
Resources:
Create Email
From / Reply to
Subject
Copy
Contact Type (reminder, follow up, etc.)
Log Contact
Subject
Detail Notes
Contact Type (reminder, follow up, etc.)
🎓 Recap
The Platinum Plan offers a comprehensive set of default contact fields, including:
Summary data: contact date, source, donation history
Personal info: full/preferred name, pronouns, birthday
Contact info: emails, mailing address, phone numbers, and preferred contact method
Interaction logs and order history
These fields are automatically included in patron profiles—no setup needed.