Contact Management ScreenshotContact 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.

Features

Features include:

  • 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