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Add and edit contacts manually
Add and edit contacts manually
Follett Software avatar
Written by Follett Software
Updated over a week ago

You can add a contact manually, or import contacts into Destiny Fundraising Manager. Once a contact is added, you can edit or delete it.

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

  2. Click Add Contact.

    A pop-up appears.

    Note: Only First Name, Last Name, and Email are required, but it’s helpful to enter all the contact information you have.

  3. At the Contact Type field, indicate whether this contact is associated with a contact type (such as Alumni or Board member). You can type in a new contact type, or select one from the drop-down. (Learn how to manage contact types here.)

  4. In the fields below, enter the contact’s First Name, Last Name, Email address, Zip Code, and Phone number.

  5. At Notes, type any additional information about the contact. (For example, “Ms. Ramirez would like a phone call next week to discuss her proposed donation.”)

  6. If the contact has donated, you can enter the amount in the Donation Amount field.

  7. Click Save Contact. The Contacts page refreshes, and the new contact appears in the list.

You can edit a contact’s information by clicking the edit icon next to their name, and delete a contact by clicking the delete icon. Click Show to view payments the contact made.

For additional help, contact support@livingtree.com.

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