Adding unlinked givers to your Address Book
It's sometimes the case that people begin giving long before they fully connect with you. You may therefore have givers with profiles that are Not in the Address Book.
Where your data protection policy or privacy notice provides a lawful basis, and/or with consent from the giver, you can easily add an unlinked giver to the Address Book without re-entering all the contact information already held in their giver profile. This will be helpful if you wish to send that new giver a My ChurchSuite invitation. Since invitations can only be sent to Address Book contacts, new givers need to also be in your Address Book and linked. Here's how...
From the unlinked (Not in Address Book)) giver profile page in the Giving module, select Add contact from the Action menu - shown below. This option is only available for givers that are not already linked to an Address Book contact. Before adding the giver as a new contact, you should first check to make sure the contact doesn't already exist in the Address Book, in which case you can Edit the giver's profile and link them; otherwise proceed with this method to create the new Address Book contact and link them to their giver profile. Note also that this option is only available to Users with 'Manage' permissions for the Address Book.
Selecting Add contact will open the Add contact page and pre-populate all available giver contact information. At this stage you may be able to add other known and consented information. You'll also need to respond to any 'required' fields on the pop-up before saving the new contact.
The new contact is added to the Address Book. Returning to the giver's profile in the Giving module, you'll now see the giver profile is linked to the newly-added contact and showing as In the Address Book.
Top Tip! Compliance best practice
For churches and charitable organisations processing personal data of UK/EU citizens and subject to the UK/EU General Data Protection Regulation 2018, you may wish to review the giver's communication options before saving their new linked-contact profile. For example, within the Giving module your unlinked giver may have been set to receive emails and SMSs because you had a legitimate interest or legal obligation lawful basis for processing. As a contact in the Address Book, your communications to that person may be subject to a consent lawful basis for processing under the GDPR. Consequently, you may wish to opt out the new contact until you have obtained the appropriate consent from the contact - perhaps sending them a consent request. You will still be able to send giver communications through the Giving module using the 'communication option override'.