Contacts

Contacts

You can search by phone number by entering the phone number in the search box and clicking on the Universal Search button.
You can search by street address by entering the street address in the search box and clicking on the Universal Search button.
In the Contacts menu (click on the Menu icon of the Contacts tile) click on "Helpful Lists" and there is an option there for searching for contacts with no email addresses.
If they have the same last name, you can enter their first names in the first name box (e.g. John and Mary). If they have different last names, we typically suggesting either using the Household Members tab for entering the name of the spouse, or entering the name of the spouse in the Org/Company field.
In the Contacts menu (click on the Menu icon of the Contacts tile) click on "Helpful Lists" and there is an option there for searching for contacts with birthdays this month, or next month.
There are 2 steps to delete a contact: First, you can change the status to "Remove" (in the Status box) when you're viewing a contact. Or to delete mulitple contacts at the same time, put a checkmark on the contacts that you want to delete and click on the "Delete" link. Second, after you've done the above step, the contact goes into the Recycle Bin. To permanently delete the contact(s), click on "Recycle Bin" (from the Contacts menu) and put a checkmark on the contacts you want to permanently remove and click on "Permanently Delete".
You can go to the Settings page and under the 'Groups' you can delete a group by clicking on the red X across the group name.
You can import your contacts data from Outlook (or similar software) by exporting your contacts list into a csv file (see importing from Outlook, Gmail and other email/address book applications). For other types of data, contacts us for customized data import (transfer) services.
Yes, it is possible to include fields in the donor data sheet. This feature is available in the Settings page under the "General Configuration" tab and "Custom Fields" section. Click on "Edit Fields" and under the "Status/Details" tab add the desired field that you want. However, the birthday field is already a standard field (in the Details section).
There is a global edit feature that you can access from the contacts list page (in the "SELECT Action" dropdown). For example if you want to change the address of contacts who belong to an organization, bring up a listing of those contacts (you can either search for them or bring up a listing via Contacts Menu > Org/Company) and when the contact list comes up, put a checkmark on all the contacts (by clicking on the checkbox on the column header) and click on "SELECT Action" and choose "Global Edit". You will then see the Global Edit form.
If you have contacts that you no longer wish to be active (e.g. you don't want to contact them anymore via email or regular mail) but you would like to retain their records for historical purposes, you can change their status to be "hidden". When you mark them as "hidden" you will not be able to search for them. But you can bring up all your "hidden" contacts by going to the Contacts menu > Status > Hidden.