Contact Records & Donor Info
- Kindful BCC FAQ
- Kindful BCC
- Contact Auto Merge
- Understanding Email Status Activities
- Convert a Contact Record from Person to Organization (and Vice Versa)
- How to Import Contacts and Track Past Event Participation
- Maximizing Retention - Finding Lapsed Donors
- Updating a Payment Method After a Decline (Donor Experience)
- Adding a Note to a Donor Profile
- Best Practices for Moving Data from One Profile to Another After Contact Merge
- Social Profiles On Contact Profiles
- Convert Text Custom Fields into Select Custom Fields
- Trash Contacts
- The Kindful Search Bar
- Mail Sync FAQ
- Wealth Insights FAQ
- Updated Contact Profiles vs. Old Contact Profiles
- Contact Profiles
- Contact Duplicates FAQ
- How to find contacts based upon Wealth Insights Data Points
- Wealth Insights Data Point Definitions
- Kindful's Data Security Practices
- GDPR Data Request Services
- What is Kindful doing about the GDPR?
- Mail Sync
- Using the Contact Duplicates Tool
- Understanding Communication Preferences
- Bulk Editing Your Contacts
- Contact Record History (audit trail)
- Adding Relationships