Contact Management

Benefits

With CE’s Contact Management module, you can keep track of all your contacts (donors, staff, volunteers, organizations) in one place online that is accessible to anyone with a browser and access permissions.

Contact Management | CitySoft

Features

  • Add, edit, or delete individual and organizational contact records
  • Search and list contacts by keyword, type and category
  • Merge contacts to elimate duplication
  • Profile management allows contacts to manage their own contact information online and update their information as needed
  • Custom fields allow you to create additional fields and add extra contact information to you contact records
  • Import / Export contacts to and from the system with ease
  • Web-based forms for registration and other features allow contacts to interact with your organization online
  • View data associated with contacts such as activities, donations, memberships, organizations, interests, categories, and more