How to Add a Phone Number to a Donor's Record

Add a new phone number to a donor’s record:

1. Choose who to add the phone number to.

· For an existing constituent or related individual or organization, select Edit, Phone numbers under Contact information on their record, and then select Add phone number.

· For a new constituent, select Add constituent, Individual or Organization from Home, and then select Add phone number.

· For a new individual or organization related to a constituent:

a. On the constituent’s record, select Add, Individual relationship or Organization relationship under Relationships.

2. In the Individual or Organization field, select Add .

3. Enter their name, and select Add phone number under Phone.

2. Select the type of phone number to add — such as Mobile or Home — and enter the number.

Note: For a phone number in another country, only types that support international formats are available. In the database view, these phone types have 'No format' in Configuration.

3. Mark the phone number as Primary , Do not call or Inactive .

Note: The first phone number you add is automatically marked primary.

4. Select Done and then Save.

Tip: To add multiple phone numbers once, select Add phone number to enter as many as you'd like, and select Save when you're finished.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.