Adding a Contact

  1. From the Karani dashboard, click the plus sign icon (+) next to "Contacts" on the left-side navigation. This will take you to the "Add new contact" page

    Contacts Navigation

  2. Fill in your contact's basic information

    Add New Contact

    If this contact is an organization, or giving anonymously, be sure to check those boxes.

  3. Fill in your contact's spouse's information, if relevant, or if your contact is an organization, fill out their ATTN (e.g. the giving coordinator at a church).

    Add New Contact - Spouse

  4. Fill in your contact's contact information

    Contact Information

  5. Fill in your contact's other information, including special notes and status.

    Other Information

  6. Click "Save New Contact" and you're done!