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Tag: Affiliation

Site Setup – Affiliation Setup

Maintenance > Site Setup > Field and Screen Customization > Affiliation Setup

Affiliations are used to link Contacts together that have a shared relationship (Affiliation) – neighbors, parent/child, cousins, etc. Customize the affiliations relevant for your organization. Continue reading “Site Setup – Affiliation Setup”

Affiliated Listing Report

Reports > Affiliated > Affiliated Listing

Use the Affiliated Listing report to see what Affiliations and relationships you have between your contacts.

Relevant Links:

Affiliated Tab
Affiliation Set Up

Affiliated Tab

Community > Contacts > Affiliated Tab

DonorSnap allows users to Link Contact records together using an Affiliation code. Continue reading “Affiliated Tab”

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