Contacts are individuals you work with to raise funds. They can be independent donors and can donate or help arrange donations as part of an organization. In PowerWorker Engage, you browse and manage contacts by using the Contacts entity.
Add a new contact
To add a contact, you create a new contact record. A contact record stores details about the contact, and links to records for related gifts, receipts, interactions, organizations, and households.
1. With a view of Contacts open, select New on the action pane.
2. Enter a First Name and a Last Name, and then select Save on the action pane.
Now that the record is saved, you can fill out the remaining fields as needed. The record has several tabs, as detailed in the following sections.