We know how important it is to be able to keep track of who you deal with day to day and manage your relationships with colleagues, donors, volunteers, members, partners, and other people. That's why Keela has a Contacts tool to help you manage your organization's contacts.
Our Contacts feature is the core of Keela. Each contact profile holds detailed information about a person, from their basic contact information and relationships with other contacts to details about their donation, membership, and volunteer history with your organization. With our platform, you can keep track of your contacts and manage a wealth of information all in one place.
The Contacts tool is always accessible from the left sidebar on your screen and is there to help you keep a list of your contacts, manage the contacts internally, and track the relationships between your contacts.
There are three main components of the Contacts tool:
You can always access your contact list by going to the sidebar on the left of your screen.
When you click on Contacts in the sidebar of Keela, you'll open up your main Contacts screen. Here, you will find a list of your contacts, along with their primary email address, organization, and date of import into Keela.
From this main screen, you can create or edit Contacts, search your list, and filter your contact list based on the Assignee. You can also pin specific contacts under the Contacts section on the sidebar so that they're always visible and easy to access.
Tags offer an easy way to manage contacts within your database. Your contacts may have specific relationships with your organization -- they could be donors from last year or people who subscribed to receive your monthly newsletter -- and tags allow you to group contacts together under as many categories as you need.
You can access Tags by opening up Contacts and selecting the second tab under the Contacts title bar.
When you click on the Tags tab in Contacts, you'll open up a list of your tags. From here, you can search your list, pin commonly used tags to your sidebar, and merge existing tags. You can even export information on donations made by contacts belonging to specific tags.
Households provide a way to manage the relationships between contacts. Some of your contacts may have familial ties or be from the same workplace or group. With Households, you can identify those relationships within your contact list and enrich your future interactions with more information and context about your contacts.
You can always access Households by opening up Contacts and selecting the third tab under the title bar.
When you click on the Households tab, you'll open up a list of your households. From here, you can add households and view a list of contacts belonging to individual households.