Community > Organization Contact
Organization Contacts are special members of your organization, typically the Solicitor, assigned to specific members of your database.
An Organization Contact could be some of the following:
- Board Members
- Executive Director
- Development Director
- Key Benefactors
- Staff members who raise their own funds individually
Once an Organization Contact is assigned to a Contact in the database, now you can run reports for that OrgContact: Give their list of Assigned Contacts (perhaps a phone list!) or a report of Donations received from their contacts.
This connection also has an email-function. When a person in your database makes a donation, an email is sent to the assigned Organization Contact, so they can provide a personal acknowledgment for that donation.
In order to assign an Organization Contact to Contact, add names to the table under Community > Organization Contact. Once in the table above, their names will appear under the OrganizationContact field drop-down on the Contact tab of the database.
Organization Contact Email Set Up
Customize the Organization Contact email: Maintenance > Site Setup > Email and OrgContact tab.
Send Organization Contact Emails
Add the Dashboard App to show OrgContact Emails Pending
Click the “Go to Process” link, or manually Processing > Organization Contact Email