To help organize your contacts list, associate each contact with a contact type. A contact type is a group of people with something in common, such as an interest or affiliation. You can send a mass email to a contact type about a campaign that’s important to them.

Destiny Fundraising Manager contains the following default contact types:

You can create contact types geared to your fundraisers, such as Athletics or Music. You can even create a temporary contact type, like Fall Festival volunteers, and then delete it after the event.

Note: You can only edit or delete user-created contact types. Default contact types cannot be edited or deleted.

Use the following steps to create a contact type. Then, you can associate contacts with it.

To add a contact type:

1. In the header, click Contacts. The Contacts page appears.

2. Click Manage Contact Types.

A pop-up appears.

3. Click +Add Contact Type, and then type a name.

4. Click Save and then Close.

To edit the name of a contact type:

1. Repeat steps 1-2 (above).

2. Click Edit next to the contact type.

3. In the field, make your changes.

4. Click Close.

To delete a contact type:

1. Repeat steps 1-2 (above).

2. Click Delete next to the contact type. A pop-up asks if you are sure.

3. To proceed, click OK.

4. Click Close.

Note: Deleting a contact type does not delete the contacts associated with it.

For additional help, contact support@livingtree.com.