Firstly you will want to enter their names and contact details but you will want also do other things with contacts such as:
•Search for one or more
•Run a report
Once you have entered an organisation's contact information, this page allows you to view a summary of an organisation's important data:
•finances such as donations, commitments, and tax certificates.
•people who are linked to the organisation.
•a useful history of your interactions with them, such as reminders, correspondence, progress reports, events and mail-shots.
•links to all the proposals and projects, historic and current, and the status of these projects.
DevMan allows you to group or categorise your contacts. These options vary according to your needs and can be configured.
It is important to know the relationship between persons, organisations and projects.
DevMan allows for contacts to be linked to each other in many-to-many relationships.
•personal relationships such as family and friends, etc.
Touchpoint contact statistics are a vital part of successful contact management.
DevMan conveniently provides statistics on the home page.
We strongly encourage you input contact information accurately and with as much detail as you can and to update the records each time they have contact with prospect or donor.
In addition to working with individual contact records you can work with groups (batches) of contacts for such things as campaigns, bulk email, text messages (SMS) and recurring and special events,
The database of contacts is only as good as what's in it and diligence in keeping your data accurate, clean and up to date is a continuous task.
DevMan provides several screens to manually enter and maintain contact information and link them to each other.
You may have a variety of source data or an old system that can be imported into DevMan.
Source data can be students, records, alumni clubs, card lists, etc.