Managing Contacts & Supporters

The UnitTally Console tracks all transacting supporters in an org-scoped database under Contacts.

1. Open Contacts in the Console side navigation.
2. View your organization’s deduplicated contact roster.
3. Filter contacts by:
   • Type: Buyers, Donors, or Roster Members.
   • Activity: Recent order date or total amount spent.
   • Tags: Filter by custom administrative tags.

Click any contact row to open their profile details:

• Order Timeline: View every online card order and manual cash transaction associated with this contact’s email address.
• Seller Credit: See which member’s sharing link generated each order.
• Fulfillment Status: Verify whether ordered items have been marked collected or delivered.
• Notes: Add internal notes for board reference (e.g. sponsorship checks, paper form notes).

Click Export CSV at the top of the Contacts list to download a clean data file containing filtered contacts, email addresses, order counts, and total spend for import into Mailchimp, Klaviyo, or spreadsheet auditing tools.

• Contacts & Supporter CRM — concept overview and data model.