Fundraising Relationships
Left-hand Navigation: People » Individual Record » Fundraising » Relationships
Organization Relationships
Add
- Click "Add" in the top right corner
- Fill out fields (bolded are required):
- Organization Type - Association/Campaign/Chapter/Company/International/University
- Relationship - Prospect Manager/Solicitor
- Organization - Populates based on Organization Type
- From and To Date
- Notes
- Create Relationship
Edit
- Click Edit next to the relationship
- Update fields
Delete
Click Delete next to the relationship
Fundraising Relationships
Add
- Fill out fields (bolded is required)
-
Relationship - Prospect Manager"/"Solicitor
-
Prospect Manager/Solicitor - Select an Individual
-
From/To Dates
-
- Create Relationship
Edit
- Click Edit next to the relationship
- Update fields
Delete
Click Delete next to the relationship.