KIT's Contacts Tool is where you will find all of your contact's information as well as insights and features that guide you with donor strategy and outreach. The Contacts Tool can be found by clicking on 'Contacts' on the left-hand toolbar of your KIT screen.
When you click on the Contacts Tool, you will see two tabs across the top:
Contacts
Segments
Below provides a walkthrough of the Contacts Tab of the Contact Tool.
Contacts Tab
Under the Contacts tab within the Contact tool, you will see an overview of all of your contacts. On this overview page, you will see various tools across the top toolbar that allow you to search, filter, and export contacts as well as adjust the information you see on this page. Below walks through each tool visible on this page.
Search
The search bar allows you to search for a contact using their name or email address.
Export
The export feature allows you to export your data from the system. When you click the export icon you will be prompted to fill the following fields.
- Available Columns: Here you can choose which columns (contact fields) that you would like to export.
- Export Template: If you have saved a template of columns you want to export, you can choose this template here. If you do not have a template and want to create one, you can check the box 'Save columns as a new export template'. This way, next time you export, you will be able to populate the export columns you chose by choosing the export template.
Filter
The Filters tool allows you to narrow down your list of contact based on certain criteria. When you click on the Filters button, you will have the option to 'Edit Filters'. This will pull up a module for entering filter criteria. Head to Filters for more information on how to set up filters and the available filter categories.
Columns
The Columns button allows you to adjust the information that you prefer to have displayed on the Contacts overview. When you click on the Columns button you can add or remove columns, as well as adjust their placement.
