Create a Contact

A Contact record stores details about the Contact, and links to records for related gifts, receipts, interactions, Organisations, and Households.

1. With the Contacts view open, click on New in the action pane.

2. Enter the First Name and the 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 further below.

Contact information

The Contact Information section lists all the information related to the donor, such as full name and birthday. Constituent Number is a read-only field that's generated by PowerWorker Engage.

Supporting objective

The SUPPORTING OBJECTIVES area lists charitable causes the Contact prefers to support. Supporting objectives that correspond to opportunity preferences, so you can connect donors with Opportunities that match their interests. To add a new item to the list, select New Preference.

Primary constituent type

Primary constituent type categorises the contact based on their relationship with your organisation. Select the most appropriate type (Advocate, Beneficiary, Board Member, Donor, Member, Partner, Volunteer) from the menu:

Contact details

The CONTACT DETAILS area lists the Contact's contact methods, such as email address and phone number.

Timeline

The Timeline area provides a history of activities or changes made to the record, such as completed tasks and address updates.

Add Payment Method - Credit/Debit Card

A Credit Card must be added to a Contact or Organisation to avail donations.

1. Click on the Add payment method button on the action pane at the top. This will open a window to add details.

2. Click on Card to add card details.

3. Enter the required details on click on Add.

Add Payment Method - AU Direct Debit

Bank details must be added to a Contact or Organisation to avail donations.

1. Click on the Add payment method button on the action pane at the top. This will open a window to add details.

2. Click on AU Direct Debit to add card details.

3. Enter the required details on click on Add.

Update Credit Card

You can update the expiry date of an existing credit card saved against a Contact or Organisation.

To update a credit card:

1. Open the relevant Contact or Organisation record.

2. Select the existing credit card.

3. Select Update Credit Card from the action pane.

4. Update the Expiry in the required format.

5. Select Update.

6. Verify that the updated expiry details are reflected in the saved payment method.

The updated credit card remains available for use in Credit/Debit Gift Transactions.

Example

This video demonstrates how to access a Contact record within the PowerWorker Engage application. It walks through the steps to locate a Contact, view their details, and review their donation history. This guide helps users understand how to manage and explore individual Contact profiles effectively.