Adding a New Contact

Learn how to add a new contact to an Organization or Request record in GivingData.

Navigate to the Contacts tab of an Organization or Request record. 

Click "Add New Contact to This Organization" or "Add New Contact to This Request."

Begin typing the first and last name of the contact.

The system will search the database for a match. If there is no match, click "Add New."

Enter details about the new contact. 

To add Organization Role details, click Organization Role Details at the bottom of the modal to expand the section. 

Enter the relevant role information. 

Click Save.