Contacts
Adding, editing, removing, merging, filtering
49 articles
- What happens to a contact's history when I delete them?
- How do I find a specific contact quickly?
- How do I add a bio or notes about a contact?
- How do I add a mailing address to a contact?
- Can I restore a contact I deleted by mistake?
- How do I add pronouns to a contact's profile?
- How do I bulk-edit multiple contacts at once?
- How do I add multiple addresses to one contact?
- How do I handle a donor who changed their name?
- How do I see a contact's full activity timeline?
- How do I add a contact's occupation and employer?
- How do I edit a contact's name, prefix, or suffix?
- How do I find contacts with no phone number or email?
- How do I see which list or import a contact came from?
- How do I add a nickname or preferred name to a contact?
- How do I set a contact's primary phone number or email?
- How do I clean up an incomplete or messy contact record?
- How do I link two contacts as spouses or related people?
- How do I restore a removed phone number or email address?
- How do I record an external ID like a VAN ID on a contact?
- How do I record a contact's relationship to another person?
- How do I handle a donor who moved to a new district or state?
- What should I do when two donors share the same phone number?
- What should I do when two donors share the same email address?
- Why is a contact excluded from my campaign send?
- How do I bulk-delete contacts?
- How do I update a contact's employer for compliance reporting?
- What's the difference between a contact, a donor, and a prospect?
- Why are two contacts not being detected as duplicates?
- Why did two of my contacts merge automatically?
- Why do some contacts show a calltime or numero ID?External IDs like calltime_id, numero_id, and lalid link a contact to records in other systems for cross-system matching and dedup.
- How do I add a contact?This guide walks you through the step-by-step process of adding new contacts to Raise More.
- How do I merge duplicate contacts?Accessible approach to optimize your contact management process, ensuring that your organization operates clearly and efficiently.
- How do I delete a contact?Deleting your contacts from dialer feature
- What information is shown on a contact's profile?Access contact profiles and understanding information stored
- How do I mark a contact as Do Not Contact?If someone no longer wishes to be contacted, you can easily mark their profile as Do Not Contact to prevent further outreach.
- What are custom fields and how do I use them?Learn how to view and create custom fields in Raise More to personalize outreach and maintain relevant context for every contact
- How do I get to and manage tags for contacts?Learn how to access and manage tags in Raise More to keep your contacts organized and outreach targeted
- How do I filter tags?Use filters when tags are used across multiple lists or campaign, it helps reduce errors and makes targeted outreach faster.
- How do I create Tags?Create custom tags to group and organize your contacts with ease.
- How do I save a search or tagged contacts as a reusable list?Save tagged contacts as a static list or a smart, auto-updating search group.
- How do I tag contacts?Learn how to apply one or multiple tags to contacts in Raise More, making it easier to group, filter, and manage your outreach.
- How do I remove contact tags?Easily remove tags from one or multiple contacts to keep your lists up to date.
- How do I add tagged contacts to an existing List?Quickly add tagged contacts to an existing list to streamline your outreach.
- How do I add or update a contact's phone numbers and emails?Easily update a contact’s phone number or email to keep your records accurate.
- How do I view all past call notes and interactions?Learn how to view all past call notes and donor interactions in Raise More for a clear view of previous communication with donors
- How do I use advanced filters (Narrow / Add / Remove)?Structured approach to retrieve and filter key information within your database
- How do I merge duplicate contacts without losing past interaction data?Merge contacts without losing history. Raise More combines tags, notes & contact info. Ask values will need manual updates.
- How to embed forms on your website to collect supporter information?Learn how to to embed forms on your website to collect supporter information directly from your website