This article covers how to add and edit contact-related fields used when entering Contacts in Charity OS.
Contact Settings
1. To access Settings, click on the gear icon in the top-right corner of your account.
2. Select Donations.
Settings > ContactsPrefix
Default Prefix name options cannot be edited or deleted. However, you can disable them at any time to hide them from view when adding a new contact.
- To add a new Prefix name, click the Add Prefix name button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
Gender
Default Gender name options cannot be edited or deleted. However, you can disable them at any time to hide them from view when adding a new contact.
- To add a new Gender name, click the Add Gender name button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
Contact source
Contact source allows you to track the origin of the donor (e.g. offline, event-based, data import). Default source (Offline) cannot be edited, deleted or disabled.
- To add a new contact source, click the Add Contact source button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
Organization
Default Organization Type options cannot be edited or deleted, they can only be disabled.
- To add a new Organization Type, click the Add Organization Type button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
