Adding a new contact

Overview

A contact can be created in 1 of 3 ways:

• Manually adding a new contact record - the subject of this page.
• Importing contacts in bulk from a spreadsheet ( see our Import Guide )
• Automatically when a self-service transaction is completed  (i.e, donation, event registration, member application, subscription form sign-up,etc). However if a contact - identified by an e-mail address- has already completed any of these transactions then a new record will not be created.

Identifying Contacts

Wild Apricot will store all your contact records using a combination of a special system 'Member ID' (which can not be changed or deleted) as well as the contacts e-mail address (if they have one). 

Adding a new contact

Go to the Contacts tab and click on [Add contact] button:

On the following screen, you will fill out the person's contact card (fields). See Customizing your contact database fields.
(Note: even though you might have marked some fields as mandatory, this is only enforced in online self-service forms, administrators can add records without filling out all mandatory fields. You must fill in at least one of these fields: First name, Last name, Organization, e-Mail though.)

• Common (or Contact) fields set to be Admin only are displayed in the Internal use fields section of the contact's record, see View and edit contact details
• A contact can be made a site administrator without being an actual member.
  • A site administrator can be a full administrator or a limited access administrator.
  • e.g. You may want to make someone an event manager but not give them full access to the whole site. For more see Managing site administrators

Note: giving limited admin access is a feature available to "Community" plans and above only.