> ## 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.

# Contacts overview

> Contacts are the heart of Advocora—every supporter you work with, all in one place.

Your contacts are the foundation of Advocora. Every household, organization, and foundation you work with lives here, along with their giving history, the people you talk to, their contact details, and your notes and activity.

## The three contact types

Every contact is one of three types. The type you choose shapes which details Advocora collects.

<CardGroup cols={3}>
  <Card title="Household" icon="house">
    An individual or family made up of one or more **people**, each with their own emails and phone numbers.
  </Card>

  <Card title="Organization" icon="building">
    A business, nonprofit, or institution. Organizations don't contain individual people.
  </Card>

  <Card title="Foundation" icon="landmark">
    A donor-advised fund, family foundation, or grantmaking entity.
  </Card>
</CardGroup>

<Note>
  A contact's type is set when you create it and can't be changed afterward. If you picked the wrong type, create a new contact with the correct one.
</Note>

## What's on a contact's profile

Open any contact to see a full picture of your relationship with them:

* **Header** — the contact's name, type, and location, plus quick actions like **Record gift** and **Log touch**.
* **Summary cards** — lifetime giving, total number of gifts, the latest gift, and the largest gift at a glance.
* **Activity timeline** — a unified history of gifts, touches (calls, emails, meetings), and notes. Filter it by activity type.
* **People (individuals)** — for households, the people in the contact along with their emails and phones, marked as primary or opted-in.
* **Contact info** — the mailing address, plus the county and legislative districts when an address has been looked up.
* **Tags** — labels you use to group and segment contacts.
* **Notes** — free-form notes your team adds over time.

## What you can do here

<CardGroup cols={2}>
  <Card title="Find a contact" icon="search" href="/contacts/find-contacts">
    Search and filter to pinpoint exactly who you're looking for.
  </Card>

  <Card title="Add a contact" icon="user-plus" href="/contacts/add-a-contact">
    Add a new household, organization, or foundation with a guided wizard.
  </Card>

  <Card title="Manage a contact" icon="user-pen" href="/contacts/manage-a-contact">
    Edit details, manage people, record gifts, and add tags and notes.
  </Card>

  <Card title="Bulk actions & export" icon="list-checks" href="/contacts/bulk-actions">
    Act on many contacts at once.
  </Card>
</CardGroup>