User Training

Organization Accounts

Track activity and donations from organizations
In addition to tracking Household Accounts, you will also need to add Account records for Organizations. These could be for foundation funders, other nonprofits your organization partners with, companies that provide workplace giving or matching gifts, or schools or churches whose members volunteer with your organization.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.