> ## Documentation Index
> Fetch the complete documentation index at: https://docs.advocora.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage a contact

> Edit details, manage people, record gifts and touches, and keep tags and notes up to date.

Open any contact to manage everything about your relationship with them. This page covers the most common updates you'll make from a contact's profile.

## Edit contact details

Click **Edit Contact** to update the contact's name and address. When you change an address, you can look up the county and legislative districts again so they stay accurate.

## Manage people (households)

For households, the **People** section lists everyone in the contact.

* **Add a person** — click **Add Individual** and enter their name and contact methods.
* **Edit a person** — open a person to update their name, emails, and phones, including which are **Primary** and **Opted in**.
* **Remove a person** — deleting a person is permanent and asks you to confirm first.

### Contact methods

Each person can have multiple emails and phone numbers. For each, you can mark one **Primary** of its kind and toggle **Opted in** to track communication consent. Opt-in status matters for email—contacts who aren't opted in won't receive campaigns.

## Address, county, and districts

The **Contact info** section shows the mailing address and, when available, the county and congressional/state house/state senate districts. If the address has been geocoded, you can open a map to see the district boundaries.

## Tags

Tags help you group and segment contacts. In the **Tags** section, click **Edit** to add or remove tags. (Donor status is calculated automatically and isn't something you set by hand—see [Donor status](/contacts/donor-status).)

## Notes

Use **Notes** to capture context—call summaries, preferences, relationship history. Click **Add Note** to create one. Notes appear newest-first. You can edit or delete a note you created.

## Record a gift

Click **Record gift** to log a donation—amount, date, and details. New gifts appear in the activity timeline and update the contact's giving summary and [donor status](/contacts/donor-status) automatically.

## Log a touch

Click **Log touch** to record an interaction such as a call, email, or meeting. Touches appear in the activity timeline so your whole team can see the latest engagement.

## Delete a contact

If you need to remove a contact, use **Delete contact** and confirm when prompted.

<Warning>
  A contact that has recorded gifts can't be deleted—this protects your giving history. Deletion is permanent and can't be undone.
</Warning>
