Donor Management System
The Donor Management System comes preloaded with 3 basic Contact Types: Individual, Organization, and Household (legacy feature). But, from these basic types, you can create additional Contact Types to further differentiate your Contacts, such as Student, Parent, Staff and more.
Creating a New Contact Type
1. From your Main Menu, visit your administrative Settings
Administrative Settings
2. Under Customize Data and Screens, select Contact Types
Contact Types
3. On the next page, you'll see the 3 basic (built-in) Contact Types that come preloaded with your DMS
Built-in Contact Types
4. You'll also see listed some suggested, additional Contact Types (both activated and deactivated). From among these suggested Contact Types, you can choose to Edit, Disable, Delete, or Enable them.
Suggested Contact Types
5. If you prefer to add a completely new Contact Type, select Add Contact Type at the bottom of your screen
Add Contact Type
6. In the pop-up window, fill out the details of your new Contact type:
Select the preferred Contact Type
- Name: name of the Contact Type
- Basic Contact Type: which of the 3 built-in types (individual, organization, household) this new Contact Type relates to
- Icon: Select an optional icon to display beside this new type
- Description: optional description of this new Contact type
- Enabled?: whether this new type is activated and available for selection (or whether it should remain deactivated)
Assigning your New Contact Type
Once you've added your new, additional Contact Type/s, it will be available for selection when either modifying or creating a new Contact in your DMS.
1. When editing an existing Contact, after selecting to edit an Individual, you can then choose from among our additional, individual-based Contact Types (including the one you've just created):
Choosing your new Contact Type when editing and existing Contact
2. Similarly, when adding a new Contact, after selecting to add an Individual, we can choose from among our additional, individual-based Contact Types (including the one we've just created):
Choosing your new Contact Type when adding an entirely new Contact