Organizations

Prev Next

Organizations are groups of people working together for official purposes that align to your efforts. Each organization relates to one or more contacts who serve the organization.

Each organization has an organization account record to store details about the organization, including information about who they work with to pursue organizational goals. This organization account record links to related records for gifts, receipts, interactions, and other constituents.

For example, you can link one or more contact records to an organization account record. You can also create transactions, memberships, and sponsorships for an organization while you work with its record.