Create Contact Profiles for Donors and Recipients
Create contact profiles for donors and recipients to manage them across your organization. You can tag them to transactions, save their contact information, and securely store their banking details.
Introduction
Save the information of donors and recipients across your organization as contact profiles. You can enable contacts for each project so they're only available for the projects they're associated with. Your project teams can also add contact profiles directly from their account to tag donations and send tax letters to donors, and create payment requests to pay recipients.
Create a Contact Profile for a Donor
Step 1: From the Contacts Page, Click 'Create Contact Profile'

Next, select whether the recipient is an Individual or a Business.

Step 2: Enter the Donor's Name and Contact Information
Enter the donor's first and last name or the name of the organization. You can also add their contact information, such as their email address to send a donor acknowledgment letter. Then click 'Next.'

Enter the Contact's Address
Optionally, you can save the contact's address.

Other Info
Optionally, enter an external ID for this contact profile. To skip this, click 'Next' and Mazlo will generate a unique ID automatically.

Step 3: (Optional) Enter the Contact's Banking Information
To skip this step, you can click 'Done' without banking information.

Success! You've created a new contact profile in Mazlo.

Next: Make sure to enable this contact for a project account, if needed.
Open a project profile and select the Contacts page. Click 'Add / Remove Contact.'

Select the contact and click 'Save.'

Create a Contact Profile for a Recipient
Step 1: From the Contacts Page, Click 'Create Contact Profile'

Next, select whether the recipient is an Individual or a Business.

Step 2: Enter the Recipient's Name and Contact Information
Enter the contact's first and last name or the name of the organization. You can also add their contact information. Then click 'Next.'

Enter the Contact's Address
Optionally, you can save the contact's address.

Other Info
Optionally, enter the contact's external ID or the organization's EIN.

To skip this, click 'Next' and Mazlo will generate a unique ID automatically.
Step 3: (Optional) Enter the Recipient's Banking Information
First select the recipient's bank account type. Then enter the name of the recipient's bank, account number and routing number. Then click 'Done.'

To skip this step, you can click 'Done' without banking information.
Success! The contact profile is now saved in Mazlo.

Next: Make sure to enable this contact for a project account, if needed.
Open a project profile and select the Contacts page. Click 'Add / Remove Contact.'

Select the contact and click 'Save.'

Contact Our Team
Please contact our team if you have any questions: [email protected].
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