Adding a New Contact Record
There are two ways to add a contact record: from the Contacts Query
screen or from an existing contact record.
For adding other development-related records, see the individual topics:
Donations, In-Kind
Gifts, Dues Payments, Pledges, Volunteer
Information, and Campaigns.
From Contacts Query Screen
- Click the "New Record" button
- Populate the required fields (marked with red asterisks)
- Click "Add New Record"
- Fill out any additional fields as needed
- Click "Save" in the Edit Bar at the top of the screen
From Contact Record Screen
- Click the "New Record" button
- Populate the required fields (marked with red asterisks)
- Click "Add New Record"
- Fill out any additional fields as needed
- Click "Save" in the Edit Bar at the top of the screen