Add, edit or delete a contact
Add a person or organization one at a time, change their details, or delete contacts you no longer need.
Contacts
Add, import, edit and merge the people and organizations you work with.
Individuals vs. organizations
How the contact type changes the contact form, the name shown in your list and the fields you fill in.
Merge duplicate contacts
Combine two contact records into one and choose which details to keep.
Search and filter contacts
Find contacts with the search box and the Filters panel, select many at once, and rearrange the list columns.
Donor status and ask amount
Track where each contact is in your donor pipeline and how much you plan to ask them for.
Custom fields (beta)
Add your own fields to contact records and donation pages, and see where the values appear.
Import contacts from a CSV
Upload a spreadsheet of contacts, match its columns to FundHero fields, and undo the import if something looks wrong.
Import donations from a CSV
Upload past gifts from a spreadsheet and attach them to existing contacts.
Professional & Organization plansStill need help?
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