- This Tutorial will cover how to create Affiliations in Fundly CRM, as well as their purpose in contact management.
- Affiliations are used for grouping a set of contacts together based on some commonality, but without saving any information beyond that commonality.
- An affiliation can be anything from a cycling club, Boy Scout troop or even a periodic study group.
- If you desire to save information pertaining to the commonality between contacts then a Contact Type would be the best fit.
- If the affiliation is an organized group that interacts with your organization it would be best to add it as an Organizational Contact.
- To add an Affiliation mouse over the Configuration menu in the Navigation Bar and click on the Affiliation option.
- This will open the Configuration Management – Affiliation screen from which we can see any currently configured affiliations and add new ones.
- To add a new Affiliation click on the Add(+) button. This will open the Add/Edit Affiliation pop up.
- The Add/Edit Affiliation popup has only a single field, which is required. Enter the name of the affiliation in this field.
- Once you have finished you may Save & Close, Save & Add New or Cancel.
- Click on Save & Close to return to the Configuration Management screen.
- You can edit a preconfigured Affiliation by moussing over the affiliation and clicking the Edit(pencil) button.
- This will open the Add/Edit Affiliation popup once again.
- Clicking on the Delete(X) button will remove the affiliation from the system.
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