People
Contacts, duplicates and merging.
Guides
The People listContacts in the sidebar lists everyone your organization knows. Search, filter, pick columns, sort, and export what you see.Edit a contactChange a contact's details by hand. Each field you change locks against automatic updates, and a field you clear stays clear.Review: clean-up suggestionsReview lists the contacts that may need a look: possible duplicates, registrations that may be someone else, contacts missing an email, and answers that disagree.Merge contacts, or undo a mergeFold two contacts that are one person into one record, choosing which values win. Undo is on the toast that confirms the merge.Split a registration off a contactWhen a registration joined a contact by email but belongs to someone else, Split off on Review moves it to a new contact of its own.Contact matching settingsDecide what two records must share to count as one person, and whether a registration with no email becomes a contact.Import contactsBring a list into Contacts from a CSV. People are matched by email, nothing you already have is overwritten, and nobody gets an email.
How it works
How contacts are madeEvery named ticket holder joins your contacts the moment they register, matched by email. The buyer joins from the order. Contacts belong to your organization.A person's pageOne contact on one page: what they spent and gave, the events they came to, every registration and email in order, their membership and their details.Households that share a phoneTwo contacts on one phone number are usually a family. Review suggests merging them only when their first names agree.Contact fields from checkout questionsA checkout question built from a contact field saves its answer to the contact. Only a fixed list of fields can do this, and your own edits always win.