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

Create a contact profile for donors to save their information all in one place. You can enable contacts for the projects they're associated so when you save a donor's email address, you and the project team can send the donor a tax acknowledgement letter.

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

Whether you (or projects) need to pay for a good, service, or reimbursement, you can easily create a contact profile to send a payment via ACH or paper check from the organization's primary checking or project account.

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.'