Contacts
Adding, editing, removing, merging, filtering
49 articles
What happens to a contact's history when I delete them?
How do I find a specific contact quickly?
How do I add a bio or notes about a contact?
How do I add a mailing address to a contact?
Can I restore a contact I deleted by mistake?
How do I add pronouns to a contact's profile?
How do I bulk-edit multiple contacts at once?
How do I add multiple addresses to one contact?
How do I handle a donor who changed their name?
How do I see a contact's full activity timeline?
How do I add a contact's occupation and employer?
How do I edit a contact's name, prefix, or suffix?
How do I find contacts with no phone number or email?
How do I see which list or import a contact came from?
How do I add a nickname or preferred name to a contact?
How do I set a contact's primary phone number or email?
How do I clean up an incomplete or messy contact record?
How do I link two contacts as spouses or related people?
How do I restore a removed phone number or email address?
How do I record an external ID like a VAN ID on a contact?
How do I record a contact's relationship to another person?
How do I handle a donor who moved to a new district or state?
What should I do when two donors share the same phone number?
What should I do when two donors share the same email address?
Why is a contact excluded from my campaign send?
How do I bulk-delete contacts?
How do I update a contact's employer for compliance reporting?
What's the difference between a contact, a donor, and a prospect?
Why are two contacts not being detected as duplicates?
Why did two of my contacts merge automatically?
Why do some contacts show a calltime or numero ID?External IDs like calltime_id, numero_id, and lalid link a contact to records in other systems for cross-system matching and dedup.
How do I add a contact?This guide walks you through the step-by-step process of adding new contacts to Raise More.
How do I merge duplicate contacts?Accessible approach to optimize your contact management process, ensuring that your organization operates clearly and efficiently.
How do I delete a contact?Deleting your contacts from dialer feature
What information is shown on a contact's profile?Access contact profiles and understanding information stored
How do I mark a contact as Do Not Contact?If someone no longer wishes to be contacted, you can easily mark their profile as Do Not Contact to prevent further outreach.
What are custom fields and how do I use them?Learn how to view and create custom fields in Raise More to personalize outreach and maintain relevant context for every contact
How do I get to and manage tags for contacts?Learn how to access and manage tags in Raise More to keep your contacts organized and outreach targeted
How do I filter tags?Use filters when tags are used across multiple lists or campaign, it helps reduce errors and makes targeted outreach faster.
How do I create Tags?Create custom tags to group and organize your contacts with ease.
How do I save a search or tagged contacts as a reusable list?Save tagged contacts as a static list or a smart, auto-updating search group.
How do I tag contacts?Learn how to apply one or multiple tags to contacts in Raise More, making it easier to group, filter, and manage your outreach.
How do I remove contact tags?Easily remove tags from one or multiple contacts to keep your lists up to date.
How do I add tagged contacts to an existing List?Quickly add tagged contacts to an existing list to streamline your outreach.
How do I add or update a contact's phone numbers and emails?Easily update a contact’s phone number or email to keep your records accurate.
How do I view all past call notes and interactions?Learn how to view all past call notes and donor interactions in Raise More for a clear view of previous communication with donors
How do I use advanced filters (Narrow / Add / Remove)?Structured approach to retrieve and filter key information within your database
How do I merge duplicate contacts without losing past interaction data?Merge contacts without losing history. Raise More combines tags, notes & contact info. Ask values will need manual updates.
How to embed forms on your website to collect supporter information?Learn how to to embed forms on your website to collect supporter information directly from your website