Create a new contact

How to create a contact

1. Click "Ensembles" in the sidebar, choose the choir and then "Contacts".
2. Click "New contact" at the top right. The form opens at the side.
3. Fill in the relevant fields — you do not have to use all of them:
   • Basic details — salutation, organisation, first and last name, email, phone, mobile, website, birthday
   • Address
   • Bank details & tax — IBAN, BIC, bank, tax number, VAT ID
   • Categorisation — tags such as sponsor, bank or guest of honour
   • Custom fields, if your choir has created any
   • Notes & GDPR — internal notes, consent to donation receipt, retain until
4. Save the contact.

Tips

• Organisation or name: fill in at least one, otherwise the contact is hard to find.
• IBAN: enter it right away if you need it for direct debits or donation receipts.
• Notes are internal only — the contact never sees them. They are included in the export.
• Custom fields: via ··· › "Custom fields" (or the link in the form) you create your own fields (text, number, date, yes/no, selection) — such as customer number or contact person. They apply immediately to all contacts of the choir; if you delete a field, its values disappear from all contacts.

Copy a member as a contact

If someone leaves the choir but you want to keep the address (for example as a supporter), copy the member directly:

1. In the contacts, click ··· › "Copy from member", choose the member and click "Continue to contact".
2. Name, email, phone, address, bank details, birthday and notes are pre-filled.
3. Custom member fields go into the contact field with the same name (upper/lower case does not matter). If there is no matching field or the value does not fit, it goes into the notes instead.
4. Check the details, choose tags and save.
5. Afterwards you can remove the member under Members — the contact stays.

For this you additionally need the permission to see sensitive member data.