Before you begin
Search for the person first to make sure they do not already exist in HelpOne. This prevents duplicate records.
Steps to add a new contact
- Go to the Contacts section from the main navigation.
- Click the New Contact or + Add button.
- Complete the key fields:
- First Name and Last Name (usually required)
- Email address
- Phone number(s)
- Organization / Company (if applicable)
- Address information
- Add any additional details your organization uses (notes, tags, custom fields, preferred contact method, etc.).
- Click Save.
Once the contact is saved, the record is available throughout HelpOne. You can link it to donations, pledges, volunteer activities, event registrations, tasks, and more.
Tip: The more complete the record, the more useful it becomes for mail merges, reporting, and future outreach.
