How to Add a Contact

To add a new contact for donor reporting:

1. Navigate to Stewardship & Donor Management → Contacts.

2. Select + Contact.
   

Required Fields

• Populate all fields marked with an asterisk (*).

• If you are using your own Contact ID (Donor ID from your system of record), enter it in the Contact ID field.

• If the Contact ID field is left blank, the system will assign the next available ID automatically.

• Once all required information is entered, select Create to save the new contact.
  

Important Notes

• Check your organization’s settings to confirm whether Enforce Donor ID is enabled.

  • If enabled, you must populate the Contact ID field.

  • If not enabled, the system will generate the Contact ID if one is not provided.