Dashboard
Upcoming Events
Recent Contacts
Outstanding Contacts
Complete These Contacts
Upcoming Reminders
Contacts
| Name | Relationship | Company | Cadence | Events |
|---|
Events
| Title | Type | Date | Contact | Amount | Recurring |
|---|
Feature Requests
Have an idea? Submit it below and vote on what matters most.
Submit a Request
Community Requests
Settings
Plan & Billing
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My Preferences
Used in log forms and as the default display currency in analytics.
Default Log Setup
These defaults pre-fill the log interaction form every time you open it.
API Keys
Use API keys to access your data programmatically.
| Label | Prefix | Last Used | Created |
|---|
Export Data
vCard exports include name, nickname, email, phone, company, notes, and embedded photos. CSV exports include all text fields.
Import Address Book
Duplicates are detected by email address and skipped. Supported formats: vCard 3.0/4.0 (.vcf), Google Contacts CSV, generic CSV.
Communities
Communities let you share analytics with teammates or a business group. Opt-in only — share your invite code to add members.
Event Types
| Name | Color | Tracks Money | Subtype |
|---|
Relationship Types
| Name |
|---|
Live Session Templates
Templates pre-fill the log form defaults when starting a live session.
Live Event
Start a New Session
Quickly log contacts, donations, and interactions as they happen in real-time.
Attendees 0
Log an Entry
Session Log 0
Analytics
Currencies
Manage the currencies you use for tracking money. Rates are in USD equivalents. Virtual currencies (like TikTok Coins) have manually-set rates.
| Code | Name | Symbol | Rate to USD | Type | Updated |
|---|
Admin Panel
Users
| Username | Community | Contacts | Interactions | Admin | Active | Joined |
|---|
Communities
| Name | Description | Owner | Members | Invite Code |
|---|