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 DonorDockEditing Contacts RecordsManaging Possible Duplicate Contact RecordsArchiving and Deleting Contact RecordsOrganizing Contacts: Badges and Marketing ListsOrganizing Contacts; Household and Employer RelationshipsOrganizing Contacts: Contact Relationship Manager / OwnerUnderstanding Contact Fields