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.
Step 1: From the Contacts Page, Click 'Create Contact Profile'
Next, select whether the recipient is an Individual or a Business.
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.
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.'
Step 1: From the Contacts Page, Click 'Create Contact Profile'
Next, select whether the recipient is an Individual or a Business.
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.
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.'