New / Create Contact Records
+ New Contact button
- This will take you to Create / Edit Contact view
- Add Names, Company Name, Title, Phones, Emails, Addresses, etc.
Edit Contact / Update Contact Records
Edit Contact button
-or-
Click on any Blue Header of any Section to Edit
Edit Contacts
Edit, Drag & Drop for Priority and Save
Look Up Contacts - Google & Open Secrets
Pictures, Bios, Phones, Emails, Donations & More
Add Contact Photos to Contact Records!
Add a photo by clicking the camera icon -
Creating a Company Contact Record
Field Definitions for Contact Records
Contact Type - Contacts can be:
• Individual • Company • Firm • Organization • PAC • Super PAC
• Candidate Committee • Lobbyist • LLC • Small Donor Committee
Gender- Male • Female
Birthday- Day, Month, Year
Prefix- Mr. • Mrs. • Ms. • Miss • Dr.
First- First Name
Middle- Middle Name
Last- Last Name
Suffix- Sr. • Jr. • III, Iv, Esq. • MD • PhD • JD • etc
Salutation - Nickname or Name used for personal reference
(Bob instead of 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
Company- Name of the Company the Contact works for
Title- Title within the Company
Employer- (Often Compliance requires this field) Who the contact works for
Occupation- (Often Compliance requires this field) Contact’s job
Industry - Industry / Type of Business (ex. Banking, Construction)
Mail Name- The Name as you want it for Mailings
Household - Household Name Jones Family
Assistant- Adds Assistant’s Name to Contact Record but does NOT create a New Contact Record for the assistant.
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 can be checked if the Contact is deceased
Tracking ID – if you want to use an internal Tracking ID system
Political Party- You can add Custom political Parties within your account