Add Contact

Add Contact

Contact Type Select the type of contact being created such as billing, thank you, mailing, etc. There can be multiple types selected for one contact.

First Name, Middle Name, Last Name Enter the first, middle and last name of the product donor. Suffix Type the prefix for the product donor's contact if it applies (e.g., II, Jr., MD, Esq, etc.).

Title Enter the product donor's title if it applies (e.g., Director, Ex. Dir. CEO, etc.).

Relationship If this contact is an affiliate of the vendor, such as spouse, child, co-worker, sibling, etc., select the correct relationship from the drop-down. If the correct relationship does not show, then you must create it in System Elements Setup.

Email Address Enter the email address for this contact.

Alternate Email Address If the contact has another email address enter it here.

Birth Date Enter the contact's date of birth or use the calendar, if applicable.

Anniversary Date This can be used to record the contact's wedding anniversary or anniversary of an event or occurrence of choice.

Deceased Date This field can be used to indicate that the contact is deceased, if applicable.

Driver's License No Enter the contact's driver's license number as a form of ID, if applicable.

Telephone Enter the phone number for this contact.

Telephone Ext. Enter the extension for the phone number for this contact if it applies.

Mobile Enter the cell phone number for this contact if available.

Alternate Phone If there is an additional phone number for this contact, enter it here.

Fax Enter the Fax Phone number for this contact if it applies.

Alternate Phone Ext. If there is an extension for the additional phone number for this contact, enter it here.

*****Click on Main Contacts Tab to return to the Main Contact Tab definition page.*****