A contact is an individual person — donor, volunteer, trustee, staff member, anyone your organisation has a relationship with. For background on how contacts fit alongside organisations and things, see The Relationships data model.

View contacts

  1. Click Relationships in the sidebar.
  2. Select the Contacts tab. You see a searchable list of every contact in your workspace.
  3. Click any row to open the contact’s full profile.

Create a contact

  1. Click Add contact — either from the dashboard quick-action buttons or from the contacts list.
  2. Fill in at minimum First name and Last name (the only required fields). All other fields — email, phone, date of birth, address, supporter number — are optional.
  3. Click Save.

Changes are processed asynchronously — the record may take a moment to appear in lists after saving.

For the full list of fields, see Contact fields.

Edit a contact

Delete a contact

Restrict who can see specific fields

Some contacts’ details (home address, phone, consent records) may need to be visible only to certain teams or users. You can apply field-level access restrictions without hiding the contact from lists.

  1. Open the contact’s profile and click Edit.
  2. Scroll to the Access section.
  3. For any field group, select which teams or users should have access.
  4. Click Save.

The contact’s name always remains visible. Users without access see the restricted field group as hidden.

You need the relationships:manage_contact_access permission to change access restrictions. The available field groups are listed in Contact fields.