Destiny Fundraising Manager

You can associate a single contact with a contact type, or do several contacts at the same time. You can also remove a contact type from a contact.  

Note: You can also associate a contact with a contact type when you <a href="https://help.livingtree.com/en/articles/9916827-add-contacts-manually">add a contact manually</a>.

To associate a single contact with a contact type:

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

Click the edit icon next to a contact’s name. 

Use the drop-down to select the contact type you want. 

1. In the header, click Contacts. The Contacts page appears. 
2. Click the edit icon next to a contact’s name. 

3. Use the drop-down to select the contact type you want. 

4. Click Save Contact.

To associate several contacts with a contact type:

Select the checkboxes next to the contacts you want to associate with a contact type. The Assign Contact Type button appears: 

Click Assign Contact Type. A pop-up appears:

1. In the header, click Contacts. The Contacts page appears. 
2. Select the checkboxes next to the contacts you want to associate with a contact type. The Assign Contact Type button appears: 

3. Click Assign Contact Type. A pop-up appears: 

4. Use the drop-down to select the contact type you want. 
5. Click Assign.

To remove a contact type from a contact:

Click the edit icon next to a contact's name. 

At the Contact Type field, click the X next to the contact type you want to delete. The contact type is removed from the field.

1. In the header, click Contacts. The Contacts page appears. 
2. Click the edit icon next to a contact's name. 
 
 A pop-up appears:

3. At the Contact Type field, click the X next to the contact type you want to delete. The contact type is removed from the field. 
4. Click Save Contact.

For additional help, contact <a href="mailto:support@livingtree.com" rel="nofollow noopener noreferrer" target="_blank">support@livingtree.com</a>.