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

# People and contacts

> Your CRM — members, contacts, donors, and how they relate.

**CRM** is where your people live. It merges two things that most church software keeps apart:

* **Contacts** — records you created. Someone who filled in a connect card, a visitor, a donor.
* **Members** — people who made their own Harvest account at your address.

Somebody who is both counts once.

## Views

Switch between a **list** and a **pipeline**, and filter by All, Members or Donors. Search works across names and email addresses.

## Activities

Each contact has a timeline. Add an activity to record a conversation, a visit, a decision — or a [donation](/giving/recording-a-gift).

<Note>
  Recording a donation as an activity is what makes it count on your dashboard and in accounting. It is not just a note.
</Note>

## Importing

Bring your existing list in as a CSV. If you are moving from a spreadsheet, this is the step that takes an afternoon and then never again.

## Exporting

You can export your contacts at any time. Your data is yours — see [Data and privacy](/account/data-and-privacy).

## Large lists

<Warning>
  Very large contact lists are loaded up to a ceiling rather than all at once. When that happens Harvest says so on screen — "Showing N — this list is incomplete" — rather than quietly showing you a partial list as though it were everything.

  If you see that message, use search and filters to narrow down, or export for the full set.
</Warning>

## Donor totals

A member's total given comes from the gifts you have [recorded](/giving/recording-a-gift). Money that arrived in your PayPal but was never entered shows as £0 against that person.


## Related topics

- [Plans and limits](/getting-started/plans-and-billing.md)
- [Campaigns and statements](/giving/fundraising-and-statements.md)
- [Forms and signups](/ministry/forms-and-signups.md)
- [Recording a gift](/giving/recording-a-gift.md)