FundraiserOne
Contacts & Constituent
A place to view all of your contacts information including their preferences, memberships, regular giving schedules, bequests, alumni and more.
Last updated on 22 Jun, 2026
Articles
Managing Contacts & CRM Basics
Managing your Contacts - Searching/Adding/Updating
My Contacts
Assign contacts to specific users, and collaboration even more seamless.
Media Centre
Upload and store related files and important links with the contact.
Relationships
Connect contacts with other contacts and set their relationship.
User Defined Lists - Adding & Updating Lists
Adding and updating values in drop-down lists.
Creating Contact Query Lists
Some examples on how to pull different lists based on conditions.
