Contacts
The Contacts module is the heart of Unisoft. Every person connected to your organization — congregant, donor, member, vendor, family — has a unique profile that centralizes their identity, contact details, payments, pledges, subscriptions, and history.
That profile is what makes the 360° view of a donor possible: on a single page, you see who that person is, what they have paid, what they have pledged, which family they belong to, and what you have sent them.
What do you want to do?
The pivotal role of the module
No other Unisoft module works without Contacts. Every time a payment is recorded, a pledge is made, a subscription starts, a form is submitted or a message is sent, a contact is attached.
For this reason, the quality of data in the Contacts module directly drives the quality of your financial tracking, the effectiveness of your follow-ups, and the relevance of your statistics.
Key concepts
| Concept | Short definition | Example |
|---|---|---|
| Contact | A natural or legal person (company) | David Cohen, or the SCI Lévy Frères |
| Family relationship | Person-to-person link entered on the profile (spouse, parent, child, sibling) | David is the spouse of Sarah; Yossi is a child of David |
| Household | Grouping automatically inferred from family relationships, used for grouped mailings and joint tax receipts | David and Sarah Cohen + their 3 children |
| Category | A free-form label to segment your base | Regular donors, Board members, Volunteers |
| Contact details | Phone, email, postal address (primary + secondary) | Home phone, work phone, personal email, business email |
To go further, see Understand a contact.
The module at a glance
The Contacts module consists of several complementary views, accessible from the left sidebar of the backoffice:
| View | Route | Purpose |
|---|---|---|
| Catalog | /app/contact/catalogue | List, filter, search all contacts |
| Contact profile | /app/contact/fiche?id=... | View and edit a person's information |
| Advanced search | /app/contact/search | Query by combined criteria |
| Interactions | /app/contact/interactions | Cross-contact action timeline (global view) |
| Map | /app/contact/maps | Geographic vector map (MapLibre) of your base, with filters and intelligent coloring |
| Visit plans | /app/contact/tournees | List of your visit routes, optimized and executable on mobile |
| Import | /app/contact/import | Load an Excel or CSV file |
This page documents the Catalog and Contact profile views. The other views are described in their dedicated pages.
Detailed sections
Fundamentals
- Understand a contact — the structure of a profile, links with family, payments, pledges
- The catalog — list, filter, search
- The contact profile — overall structure, tabs, actions
Working on the profile
- Main information tab — identity, contact details, addresses, death
- Secondary information tab — categories and custom fields
Operations on multiple contacts
- Bulk actions — multi-select, bulk tags, CSV export