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How do I see which list or import a contact came from?

Lists a contact belongs to

Open any contact profile. The Lists section on the right side of the profile shows every saved list the contact is currently on. Each list name is a link that takes you directly to that list. You can also add the contact to a new list or remove them from an existing one from this same section.

Finding contacts by which import they came from

The contact profile does not display import history directly. To see which contacts came from a specific import, use the filter on the Contacts page.

In the filter builder, look under the Import group. Three filter fields are available:

  • Import Name lets you select one or more specific imports by name.

  • Import Date lets you filter by the date an import was run.

  • Import Type lets you filter by the kind of import: Prospects Import, Pledges Import, or Donations Import.

Apply any combination of these filters to narrow the contacts list to the import you want to look at. You can then save that filtered view as a list if you want to refer to it again later.

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