Working With Contact Records For Fundraisers In EveryAction

Learn the basics about a contact record including creating a new contact; viewing, adding, and removing information; labeling some contacts using Activist Codes; managing duplicates; and identifying how and when changes were made to a contact record.

  • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
  • Workshop elements: Creating a contact record and customizing the contact record All Details layout, entering contributions, adding contact information and notes, and creating and using Activist Codes
  • Who should attend: Anyone new to EveryAction
  • Not covered: High-touch tools like Follow-Ups, Moves Management Plans, Planned Gifts, or Grants; or high-volume tools like Membership or Direct Response

1:00-2:00 PM EASTERN