Contacts represent individual people. Open Relationships → Contacts and select a name to view their profile. The list shows name and supporter number, email and address. Archived and deceased contacts are excluded from default lists/search; where displayed, their rows can carry lifecycle badges. Enter at least two characters to search; clear the search to return to the paginated list.

Create a contact

  1. Choose Add contact.
  2. Enter First name, Last name, and at least one contact type.
  3. Add any contact details, address, classifications, connections and communications consent you know.
  4. Submit the form. A newly submitted record may take a moment to appear in search.

For more detail, see Contact fields.

Edit or archive a contact

Open the profile and choose Edit. Update the details, address, classifications, connections or consent, then save. The edit form includes an archived flag for records you no longer actively use. The current contact profile has no delete action; archiving preserves the record and its history.

Restrict access

In the edit form’s access controls, authorised users can restrict field groups to selected users or teams. The relationships:manage_contact_access permission is required. Identity remains visible when other field groups are restricted; whole-record restrictions may also apply. See Contact fields.

  1. Open the profile’s consent panel and choose Edit.
  2. For each active purpose and channel, select the appropriate consent state: allowed, unknown, or refused.
  3. Choose Save changes, or cancel to discard your edits.
  4. Open the change log to review recorded changes.

Consent is recorded separately for each purpose and channel; email permission for one purpose does not imply permission for every purpose. Inactive purposes remain visible but cannot be edited. Child contacts have read-only consent controls. Your access restrictions can also prevent changes. Administrators maintain purposes and channels in Relationships settings.