Any given Company Record breaks down into three subtabs: Profile, Communications, and Fundraising. All the data put in when you initially added the Record can be edited here, but you can also expound into a myriad of fields, such as the Company Address List, Phone List, Contact Log Search Results, Fundraising Relationships, etc.
Following are the high-level features along with additional details in each section:
Left-hand Navigation: Companies » Desired Company » Profile
Profile
General information about the Company.
- Company
- Address List
- Phone List
- Email List
- Media
- Websites (and description)
- Custom Fields
- Custom Fields can be created in the Admin section to allow for additional data points to be maintained and searched on Company records
Communications
Record keeping of communications with the Company
- Contact Logs – add communication with the company here.
Fundraising
Shows a giving summary of the Company.
