One contact record
for every role.
Keep details for the people and organisations you work with. A contact can be an adopter, collaborator, contributor or sponsor, with several roles on the same record.
Find the people your team works with
Browse contacts by name and role to find the person or organisation you need. Keep phone numbers, email addresses and other contact information available to your team.
- Record individuals and organisations
- Add a photo or organisation logo
- Use role-specific contact lists
Add roles to an existing contact
When someone takes on another role, select their existing contact rather than creating a duplicate. For example, a volunteer who adopts an animal can also have the Adopter role.
- Use one record for several roles
- Choose a new or existing contact when adding a role
- Keep shared contact details together
Review information relevant to each role
Role-specific records help you review the relationship with a contact. Adopter records show adopted animals, while contributor and sponsor records provide information about their support.
- Find animals linked to an adopter
- Review recorded contributions
- Keep role details alongside contact information
Connect donations to the donor
Select a contact when recording income so your team can trace the payment to its source. Contributor records include donation counts and totals for reviewing recorded support.
- Keep donations linked to the relevant contact
- Review donation history
- Use totals when reviewing contributions
Add fields for the information you need
In People Fields settings, create fields for all contacts or a specific role. For example, add a date for an adopter’s home visit or a sponsor reference number.
- Choose shared or role-specific fields
- Use formats such as text, dates, dropdowns or linked records
- Give fields clear names your team understands
What each role adds to the same record
Organise the people who help with care
Use collaborator types for vets, volunteers, foster homes, shelters and suppliers. Organisation contacts can also have a named person for your team to contact.
- Choose the collaborator type
- Record a contact person for an organisation
- Keep care providers in your contact directory
Keep adopters and animals connected
Adopter records show the animals associated with that person. Your team can review the adoption relationship and open an animal for further details.
- See the number of adopted animals
- Open linked animal records
- Keep the adopter’s current contact details
Review donations from contributors
Contributor records help you keep track of donations from individual supporters. Review recorded payments, donation counts and totals when following up with them.
- Review donation history
- See totals for recorded contributions
- Keep contact details with the giving record
Record sponsorship arrangements
Keep the sponsor’s tier, contribution details and arrangement dates together. Record whether the agreed support is one-time, monthly, yearly or in kind.
- Choose a sponsorship tier
- Record the amount and contribution type
- Set the start and end dates
- Add an organisation logo
Keep contact information consistent
When a person or organisation has several roles, the shared contact record keeps their details together. Your team can find the same contact through the part of Pawsies relevant to its work.