Contacts are supporter records that help admins understand giving history and relationship context.
Use Contacts when you need to understand who a supporter is, what activity is connected to them, and whether their record needs follow-up.
Admins commonly search for a supporter, review payment history, filter contacts by activity, export contacts for reporting or outreach, and merge duplicate contact records when needed. Contacts can also be used to view, download, or email available tax documents.
Larger contact exports and tax document jobs may run in Activity. Check Activity before assuming a file or email job has finished.
