Campaign Finance Web Reporting

Help for DR-2 Contacts

To Add a New Contact:

  1. Contacts can be added from the Summary page by clicking on "Add" under Contacts on the left-hand side of the screen.
  2. Select a contact type.
  3. Fill in the required information (complete name and address information) for the contact and click on "Save Contact ".
  4. Required fields are marked with *.
  5. Candidates must include relationship, when applicable.
  6. To add more, Click on "New Contact".
  7. Fill in the required information (complete name and address information) for the contact and click on "Save Contact ".
  1. Contacts can be added when you add a transaction on any of the schedules. An example would be on the Expenditures schedule.
  2. Click on the "New Expenses" to add a transaction. Select "Payee Type" from the dropdown.
  3. If the contact has been used before or is a committee, the application will search as you type in the "Payee" field. When you tab to the next field, the address information will be completed. If the contact is new, type in the name and address information and when you save the transaction, the contact will be saved to your contact list.

To View/Edit/Remove an Existing Contact:

  1. Click on "View/Edit" under Contacts.
  2. Click on Search along the top and select criteria for your search. Then click on "Find Contacts".
  3. Click on "Edit" or "Delete" beside the contact information.
  4. Click on "Save Contact" if you change any information.
  5. If you click on "Delete", you will be asked if you are sure you want to delete that contact.

To Find a Contact:

  1. Click on "View/Edit" under Contacts.
  2. Click on "Search" along the top and select criteria for your search. Then click on "Find Contacts".

To Export Your Contact List:

  1. Click on "View/Edit" under Contacts.
  2. Click on "Export" along the top.
  3. Click on "Save" and select the location for the file.
  4. Click on "Save".