Contact Management

Merge Contacts

Merge Contacts

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integrations

Contact Management

Keep your contact data clean by merging any duplicate or redundant contacts

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Rachel Dougherty

Development Officer

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Timeline & History

End-of-Year Reports

Generate and send supporters customized End-of-Year Giving Reports. Sleek visuals and custom-branded designs take your year-end financial reporting to a whole new professional level.

Ticket Management

Re-Send Tickets

Re-send any ticket to the same email address or a new one

Timeline & History

Timeline View

See at-a-glance any contact's past donations, ticket purchases, event check-ins, messages received, and other manually or automatically logged activities

Ticket Management

Ticket Scanning & Check-ins

Scan tickets with any smartphone or tablet to automatically check in guests, or manually check them in via your dashboard

Segments

Table Sorting

Sort any of your data by any column, such as donation amount

Segments

Saved Segments

Save any filter you've created to view all past and present records that fit the filtering criteria

Ticket Management

Revoke Tickets

Revoke any ticket purchased for an event from your dashboard

Donation Management

Re-Send Receipts

Re-send any donation or ticket purchase receipt to the same email address or a new one