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.

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