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Overview

In fusionCore, Contacts are the people associated with an Account. They can represent:
  • Staff or employees of a corporate member.
  • Individual members, set up as Person Accounts (if enabled).
  • Sponsors, donors, or volunteers associated with an organization.
A Contact holds person-specific details, such as job title, event participation, and donation history, and lets you tailor your communication and engagement with that person.
A Contact does not have to be linked to an Account. However, a Contact with no Account cannot create Orders through fusionCore automation, because that automation requires an Account.
You can set up validations that require every Contact to have an Account, depending on the needs of your organization.

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How to Create a Contact

1

Open the Contacts list

Click the App Launcher, type Contacts, then click Contacts.
The App Launcher search box with Contacts entered
2

Start a new Contact

Click New in the top-right corner.
3

Fill out the Contact information

Enter the Contact Information. Last Name is required. Fill out any other fields you have information for.
The new Contact form with Last Name and other fields
4

Save the Contact

Click Save.

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fusionCore Fields on the Contact

fusionCore adds the following fields to the Contact record. The field labels include the word “Individual”. The API names below include the package prefix (FCORE_PAY__ for Commerce fields and FCORE_MEM__ for Subscriptions fields).
The Individual membership, join date, rejoin date, end date, and membership lookup fields are populated automatically. Do not edit them by hand — fusionCore overwrites any value you type in with the value it calculates, so your manual change will not stick.
You can read more about the membership fields on the Contact here.
Once you can create and read Contacts, these features explain the data that flows onto them and the ways a Contact can be used.

Account Address Flow Down

How an Account’s Billing Address flows down to a related Contact’s Mailing Address.

Person Account Support

When a Contact is an individual member, stored as a combined Account and Contact in one Person Account record.

Membership info on Account and Contact

What populates the Individual Membership and credit fields you see on the Contact.