Main fields

Field	Required when creating	Notes
First name and last name	Yes	Individual’s identity
Contact types	Yes	At least one configured type
Title and other names	No	Title suggestions are configured by the workspace
Supporter number	No	Numeric supporter identifier
Email and alternate email	No	Contact addresses
Phone	No	Telephone number
Date of birth and gender	No	Personal details
Address lines 1–3, town, postal code, country, address comment	No	Structured address; imported unparsed addresses can also be displayed
Classifications	No	Donor, beneficiary and child flags
Lifecycle	No	Archived/deceased state and date of death
Connections	No	Links to contacts, organisations and resources
Communications consent	No	Separate state/history for each purpose and channel
Custom fields	No	Workspace-defined fields applicable to the contact’s types

Access field groups

Group	What it covers
Identity	Name; not restricted through field-group controls
Contact details	Personal and communication details
Address	Postal address
Connections	Links to other records
Consent	Communication preferences
Classifications	Donor/beneficiary and related flags

Field-group restrictions may limit visibility to selected teams or users. Changing them requires relationships:manage_contact_access. Whole-record and type-based restrictions also apply; a visible name does not imply access to the rest of the profile.

See Create and edit contacts.