Contacts
Create, import and edit contacts by following these guides.
By Cristiana1 author26 articles
- Merge Contact RecordsFollow these steps to combine contact records.
- Change a contact's preferred address, email or phone numberFollow these steps to change a contact's preferred email address or make bulk changes to contacts.
- Find and delete inactive contactsThis article outlines the checks the system goes through to determine if a contact is inactive or not.
- Set up new relationship typesFollow these steps to set up new relationship types.
- Mark and unmark a contact as deceasedFollow these steps to mark and unmark a contact as deceased.
- Create profilesThis article explains how to create a profile and add it to a contact record.
- Archive an existing relationshipFollow these steps to archive an existing relationship.
- Remove a first name from an organisationUse this workaround to remove a first name from an organisation.
- Salutations show incorrectly on a contactFollow these guidance to troubleshoot salutations showing incorrectly.
- Edit or delete sticky notesThis article explains how to amend or remove a sticky note from the system.
- Populate Primary CategoryThis article explains how to edit the PrimaryCategory lookup values.
- Set a record owner on a contactThis article explains how to assign or change the record owner of a contact.
- Check for duplicate contact recordsThis article explains how to identify, review, and merge duplicate contact records in Access Charity CRM using both global and individual duplicate checks.
- Remove profiles in bulkDiscover how to quickly remove profile combinations from multiple contacts in Access Charity CRM.
- Delete a contact recordFind out how to delete a contact from the CRM module, and learn what to do if you need to keep related data like payments.
- Donor stagesThis aticle explains what the donor stages are in Access Analytics for Access Charity CRM.
- Extra lines in exported addressesRemove unwanted extra lines between address line 1 and the post code.
- Edit a contact's nameFind out how to amend a contact's name if it has been entered incorrectly.
- Edit a contact recordUpdate contact information, with guidance on which fields can and cannot be changed.
- How a contact's age is calculatedFind out how Access Charity CRM works out a contact’s age based on key dates.
- Change a contact typeUpdate the contact type for an existing contact in CRM to keep your records accurate and up to date.
- Change the address format on a contactManage how addresses are formatted for each country in Access Charity CRM.
- Change or convert a contact typeUpdate a contact record’s type from Individual to Organisation or Household, or vice versa.
- Link contacts using relationshipsConnect contacts in your system by setting up relationships between individuals, organisations, or households.
- Soft credit a deceased contactApply a soft credit to a deceased contact without updating their record status.
- Record extra addressesStore multiple addresses for each contact and set a preferred mailing address.