A contact’s profile brings together everything your team knows about one person: who they are, how they’ve given, what they’ve agreed to hear about and every conversation you’ve had. Open it from Relationships → Contacts by searching for a name or email and selecting the person.
You need relationships:read:contacts to open a profile. Some cards need further permissions and are left out when you don’t have them. The profile refreshes itself every 30 seconds while it’s open, so changes made by colleagues appear without reloading.
Left-hand column
| Card | What it shows and what you can do |
|---|---|
| Identity | Name, initials and badges: Donor, Beneficiary, ALIAS and Restricted. The engagement ring sits here (see below). Buttons: Add touchpoint, Add payment (recording one marks the contact as a donor), Set up recurring payment, Email (opens your email program; disabled with no email address) and Edit. Restricted contacts also offer alias buttons; see Restrict who can see a record |
| Details | Email, National ID, address, address comment, the full address as imported (for imported records that couldn’t be split into lines) and Gender |
| Subtype badges | The contact’s subtypes (classifications), shown as purple badges. To change them, use Edit |
| Connections | Links to other contacts, organisations and resources, with the connection type. Choose Add to link a record or the remove control to unlink one; see Link records together |
| Custom Fields | Your beehive’s extra fields for contacts, filtered to the contact’s subtypes. Use the edit icon to change values, then Save |
| Tags | Type to search or create a tag. Tags added automatically by the platform are marked Auto-applied |
Engagement score
The ring on the identity card scores the contact from 0 to 100 and labels it Highly engaged (70 and above), Actively engaged (40 to 69) or Building rapport. Hover over it to see what counted: recent and older payments, inbound touchpoints, email opens and clicks in the last 12 months, and suppression requests, which count against the score. The weights are set for your beehive; if none are set, the ring isn’t shown.
Main column
| Card | What it shows |
|---|---|
| Lifetime giving | Total giving and number of gifts in your reporting currency. Shown only for donors with giving to show, and only if you have relationships:read:fundraisingactivities. Only payments whose allocation type counts as a gift are included; see Relationships settings |
| Stewardship | The highest-priority suggested next step for this person, with View all stewardship actions. See Use stewardship actions |
| Memberships | Memberships that cover this person (Covered by) and those they pay for (Pays for). Shown when you can read memberships. See Manage memberships |
| Sponsorship | Add to sponsorship programme, which adds the person as a draft sponsorship opportunity for review. Shown when Sponsorship is enabled and you can read and write sponsorship opportunities |
| Communications consent | Yes, No or Unknown for each purpose and channel, with a Change log. See Record communications consent |
| Activity feed | Everything that has happened, newest first. See below |
Activity feed
Use the filters to show All, Touchpoints, Gifts, Tasks or Consent. With Touchpoints selected you can Include only or Exclude all of particular touchpoint types, and Clear the choice. Turn on Include activity from connected contacts and resources to add items that reach this person through their connections.
Select a touchpoint or payment to open it for editing. Something you’ve recorded in the last few moments shows as Pending until it’s been processed. Files attached to touchpoints and payments are managed inside those items.
Audit log
Below the profile, Audit log lists changes to the record (Change), times someone had it open (Access) and refused attempts to open it (Refused), with Load more for older entries. Details from restricted sections are left out, though the change itself is still listed. You need audit:read:entity; without it you’ll see “You do not have permission to view audit logs.”
If something goes wrong
- “Contact not found” means the record may have been deleted or you may not have access to it.
- A profile showing only a name, an ID and a grey panel is restricted; see Restrict who can see a record.