Contact records show supporter details and giving history in one place.
When To Use This
Use contact records when you need to answer questions about a supporter, prepare outreach, or understand giving behavior.
What To Review
Contact name and email.
Primary and secondary phone numbers, when collected.
Primary and secondary addresses, when collected.
Payment history.
Subscriptions.
Event purchases or registrations.
Tax documents when available.
Any custom field details collected through forms.
Admins with permission can create or edit contact records, add phone numbers or addresses, choose primary contact details, and remove outdated contact details.
Tax document actions may include viewing, downloading, or emailing available documents for selected years. If a tax document is missing, confirm the contact has eligible activity for the selected year and that organization tax receipt settings are configured.
Use Merge Contacts when two contact records represent the same supporter. Review both records carefully before merging, including names, emails, addresses, payment history, Subscriptions, and event registrations. After contacts are merged, staff should use the merged contact record as the source of truth.
When contacts are merged, CharityStack keeps the primary contact, applies the merged contact details, moves related Payments, Subscriptions, and payout references to the primary contact when possible, and archives the secondary contact. Large merges may continue in the background; avoid starting another merge until the current merge finishes.
Use the contact record as the starting point when a supporter asks about payment history, portal access, Subscriptions, or an event registration. If a payment is missing, also search Payments by email, name, amount, and date before assuming the contact used a different account.