Contacts Overview 💫 | DonorDock Help Center

Contacts Overview

Contacts are the records where you may store information for Individuals, Households, and Organizations. Additionally, each contact is automatically set to a stage based on their giving history.

A contact may have one of three stages.

Prospect	Any contact that has no recorded transactions in DonorDock
Donor	Any contact that has recorded a transaction in the last 24 months
Lapsed	A lapsed contact is a contact that was previously a donor, but they have not given in the last 24 months

Adding New Contacts to DonorDock Editing Contacts Records Managing Possible Duplicate Contact Records Archiving and Deleting Contact Records Organizing Contacts: Badges and Marketing Lists Organizing Contacts; Household and Employer Relationships Organizing Contacts: Contact Relationship Manager / Owner Understanding Contact Fields