Organizations with Multiple Contacts

Some Organizations have multiple contacts. To handle this in GiftWorks, add a Donor and select Donor withOrganization profile.

Click on Add a Relationship from the Related Actions menu and click on the Work Relationship link. If the contact isn't an existing donor, click the Add a New Donor link and select Donor. Add the contact information.

You may want to designate contacts as affiliate donors. Affiliate donors are people you want to have information about in your database.

For additional information, you can also select a Contact Type from the dropdown list in Employment Details for the donor.

You can select Affiliate Donors and the Contact Type from the criteria category dropdown list to create them in SmartLists, Reports and Mailings.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk