Classifying Records: All, Individuals, Organizations, Constituents

Giveffect 2023-04-19

Views 131

---All
-Contains all Individuals, Organizations, Constituents
-Scoreboard

---Individuals
-Individual people, no companies
-Scoreboard

---Organizations
-Only orgs and companies
-Ex: Bank of America
-Scoreboard

---Constituents
-Anyone who is receiving services from your organization
-Use however you want, these contacts do show up in the All tab
-Scoreboard

Share This Video


Download

  
Report form
RELATED VIDEOS