Contacts
Go to Contacts Section in iDONATEpro
Unlimited Contacts
-
No Additional Fees per Number of Contacts
- Create, Import & Manage all of your Contacts across all Campaigns / Clients / Prospects
Search Contacts
Contact Names, Companies, Phones, Emails, etc.
Contact Types
- Individual
- Company (Use Company Field)
- Firm
- Organization
- PAC
- Super PAC
- Candidate Comm.
- Lobbyist
- LLC
- Small Donor Committee,
-
Party Committee
Contact Fields
- Prefix- Mr. • Mrs. • Ms. • Miss • Dr.
- First- First Name
- Middle- Middle Name
- Last- Last Name
- Suffix- Text Field: Sr. • Jr. • III • Iv • Esq. • MD • PhD • JD
- Company- Company Name / Individual's Company
- Title- Title within Company
- Employer- (Compliance)
- Occupation- (Compliance)
- Salutation - Nickname / Personal Reference (Bob for Robert)
- Formal Salutation – Mr. & Mrs. Last Name (As you define)
-
Spouse - Text field for Spouse/Partner’s Name (Husband, Wife, etc.)
Does not create an Associate Contact - Assistant- Assistant Name - does Not create a New Contact Record
- Industry - Industry / Type of Business (Banking, Construction, Lobbyist)
- Gender- Male • Female
- Birthday- Day/Month/Year
- Mail Name- The Name as you want it for Mailings
- Household - Household Name (Jones Family)
- Assistant- Assistant Name - does Not create a New Contact Record
- Capacity- Numeric Field for categorizing Contact Giving Capacity
- Bundler- Check Box if Contact Is Bundler
- Archived- Check Box to Archive a Contact. This allows you to retain the Contact's information but excludes them from day to day operations.
- Deceased- Check Box - Excluded by Default for Contact Search and Find
- Tracking ID – External Tracking ID
- Political Party- Text field
Phone Numbers
- Unlimited - Drag & Drop to Prioritize
Email Addresses
- Unlimited - Drag & Drop to Prioritize
Addresses
- Unlimited - Drag & Drop to Prioritize
Websites
- Unlimited - Drag & Drop to Prioritize