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Posted August 18, 2026

Contact List

A Contact List is the Record List of contact records, the households as seen by the Development module. It is available at Development > Contacts. You need the Development Full or Development Read role. See Contact Records Generation for how households become contacts, and Excluding Records from Contact List for hiding households that do not belong in Development.

The list does not have include all or all divisions checkboxes. Every contact is listed.

Updates and Duplicates are statistics shown above the list. Updates counts contacts with changes made through the portal that have not been reviewed, and Duplicates counts contacts that share the same address and zip code with a matching first name. Click either number to open the matching households in the Admin module. Contacts linked by a relationship are not counted as duplicates. Note: Both counts are cached for 60 minutes.

Column explanations:

Contact is the Published Name of the contact. When no Published Name has been specified, the household name is shown instead. See Contact.

Primary and Secondary are the names of Contact 1 and Contact 2. Contact 1 Grad Year and Contact 2 Grad Year are their graduation years, hidden by default.

Type is the Contact Type, which is calculated from the highest priority active attribute of the contact. Contacts with no active attribute in a category show Unidentified. See Contact Type.

$ LY, $ TY, and $ Ever are the amounts pledged or given by the contact in the Last Year ($ LY), in This Year ($ TY), and Ever. The year is based on the Development fiscal year. Gifts count when they are received and pledges count at their full amount when they are made, so pledge payments are not counted a second time. The fiscal year is set by the Development Fiscal Month and Development Fiscal Day in Application Setup.

Flags shows the flag attributes applied to the contact. See Configuring Flags.

Search fields worth knowing:

Type finds contacts by Contact Type, and Type Category finds contacts whose type belongs to the selected category of attributes.

Donations Last Year, Donations This Year, and Donations Ever search the same pledged or given amounts shown in the $ LY, $ TY, and $ Ever columns, so a search such as Donations Ever >= 1000 finds the contacts who have given or pledged at least that amount.

Primary or Secondary Last Name finds a contact by the last name of either person. Names are matched as Last Name, First Name.

Send Mail and Contact Publish search the mailing and publishing settings of the contact.

Attribute Current, Attribute Category Current, Attribute Ever, and Attribute Category Ever are described in Searching by Attribute.

The remaining search fields are the individual fields of each person, listed as P1 and P2 fields, including graduation years, schools, employer, and position.