View All Contacts

View All Contacts

For viewing all the contacts (Donors, Volunteers, Members), you can go to “All Contacts”. There are two important things to keep in mind here:

  1. If any Donor, Volunteer or Member registers from their end, it will be displayed by default in the list of All Contacts.


2. If you want to filter the contacts based on their membership type, follow these steps:

  • From the side menu, go to Contacts - All Contacts.

  • Click on the User Role drop down section. Then click on the Filter icon to the right.


    • Related Articles

    • Import Contacts

      You can import all the existing contacts of your Non-Profit to your account. Download the import file format by clicking on Click here link. Fill out all the details and upload the same file. View All Contacts/Edit/Add individual contacts can be done ...

    • Add Contact

      1. From the side menu, go to Contacts - All Contacts. Click on Add New. 2. Fill in the details of the individual user - Donor, Volunteer or Member. Click on Save.

    • Membership Campaigns

      On the side menu, click on Membership Campaigns Resource Reports. 2. Apply the filters then click on Apply button. 3. You can view the report in a graphical representation. 4. You can download the report by clicking on Export Button.

    • Donation Campaigns

      On the side menu, click on Donation Campaigns Resource Reports. 2. Apply the filters then click on Apply button. 3. You can view the report in a graphical representation. 4. You can download the report by clicking on Export Button.

    • Events

      On the side menu, click on Events Resource Reports. 2. Apply the filters then click on Apply button. 3. You can view the report in a graphical representation. 4. You can download the report by clicking on Export Button.