How to Create/Edit/Delete a Contact

Creating Contacts

Any person that makes a donation through FundHero’s donation page will automatically be added to the contact page. To manually add contacts there are two ways.

  1. Import a spreadsheet
  2. Individually add contacts

This article will go over individually adding contacts. To learn how to import contacts view this article.

  • Click Contacts in the main navigation bar
  • Click on the red plus at the bottom of the contacts list
  • Enter the contact’s information
    • Type: Differentiates and individual contact from an organization

  • Click Save Contact

Editing/Deleting Contacts

To edit a contact:

  • Click Contacts in the main navigation bar
  • Click the contact you wish to edit/delete
  • Click the edit icon  in the upper right
  • Edit the contact’s information and then click Save Contact

To delete a contact:

This action cannot be undone

  • Click Contacts in the main navigation bar
  • Click the contact you wish to edit/delete
  • Click the edit icon  in the upper right
  • Click Delete

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