G GulshanSync Docs
GulshanSync ERP

Contacts

Manage your contact database — supporters, donors, journalists, community leaders, and more.

Opening Contacts

From the left sidebar, click Campaign › Contacts or navigate to /contacts.

Contacts list page
Contacts list page

Contact Fields

FieldDescription
First NameContact's first name
Last NameContact's last name
EmailEmail address (optional)
PhoneMobile or landline number
OrganizationCompany or organization they belong to
PositionJob title or role
AddressPhysical address
Contact GroupWhich group(s) this contact belongs to
TagsFree-form tags for categorization
NotesFree-text notes about this contact

Adding a New Contact

Click + Add New Contact in the sidebar or at the top right. The Create Contact form appears:

Create Contact form
Create Contact form
  1. Enter the contact's first and last name.
  2. Enter their email and phone number.
  3. Enter their organization and position (if applicable).
  4. Enter their address.
  5. Select which contact group(s) they belong to.
  6. Add any tags or notes.
  7. Click Save.