{"id":883,"date":"2018-07-13T17:55:48","date_gmt":"2018-07-13T22:55:48","guid":{"rendered":"http:\/\/new.donorsnap.com\/support\/?post_type=epkb_post_type_1&#038;p=883"},"modified":"2019-03-09T16:21:28","modified_gmt":"2019-03-09T22:21:28","slug":"organization-contact","status":"publish","type":"epkb_post_type_1","link":"https:\/\/donorsnap.com\/support\/docs\/organization-contact\/","title":{"rendered":"Organization Contact"},"content":{"rendered":"<p><strong>Community &gt; Organization Contact<\/strong><\/p>\n<p>Organization Contacts are special members of your organization, typically the Solicitor, assigned to specific members of your database.<\/p>\n<p>An Organization Contact could\u00a0be some of the following:<\/p>\n<ul>\n<li>Board Members<\/li>\n<li>Executive Director<\/li>\n<li>Development Director<\/li>\n<li>Key Benefactors<\/li>\n<li>Staff members who raise their own funds individually<\/li>\n<\/ul>\n<p><!--more--><\/p>\n<p><iframe loading=\"lazy\" class=\"tscplayer_inline smart-player-embed-container-iframe embeddedObject\" style=\"overflow: hidden;\" src=\"https:\/\/www.screencast.com\/users\/DennisMueller\/folders\/Help Videos New Skin\/media\/9749ca24-99c8-475e-990c-47133a0002c9\/embed\" name=\"tsc_player\" width=\"800\" height=\"378\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Once an Organization Contact is assigned to a Contact in the database, now you can run reports for that OrgContact: Give their list of Assigned Contacts (perhaps a phone list!) or a report of Donations received from their contacts.<br \/>\nThis connection also has an email-function. When a person in your database makes a donation, an email is sent to the assigned Organization Contact, so they can provide a personal acknowledgment for that donation.<\/p>\n<p>In order to assign an Organization Contact to Contact, add names to the table under\u00a0<strong>Community &gt; Organization Contact<\/strong>.\u00a0 Once in the table above, their names will appear under the\u00a0<strong>OrganizationContact<\/strong>\u00a0field drop-down on the\u00a0<strong>Contact<\/strong>\u00a0tab of the database.<\/p>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/OrgContacts-Setup.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2235 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/OrgContacts-Setup.png\" alt=\"\" width=\"1165\" height=\"491\" \/><\/a><\/p>\n<h2>Organization Contact Email Set Up<\/h2>\n<p>Customize the Organization Contact email:\u00a0<strong>Maintenance &gt; Site Setup &gt; Email Settings<\/strong>\u00a0and\u00a0<strong>OrgContact\u00a0<\/strong> tab.<\/p>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/EmailSettings-OrgContactEmail.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2199 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/EmailSettings-OrgContactEmail.png\" alt=\"\" width=\"1280\" height=\"533\" \/><\/a><\/p>\n<h2>Send Organization Contact Emails<\/h2>\n<p>Add the Dashboard App to show OrgContact Emails Pending<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-1464\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/OrgContactDashboardApp-300x101.png\" alt=\"\" width=\"300\" height=\"101\" \/><\/p>\n<p>Click the &#8220;Go to Process&#8221; link, or manually\u00a0<strong>Processing &gt; Organization Contact Email<\/strong><\/p>\n<p><a href=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/OrganizationContact-Send.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2234 size-full\" src=\"https:\/\/donorsnap.com\/support\/wp-content\/uploads\/2018\/07\/OrganizationContact-Send.png\" alt=\"\" width=\"1161\" height=\"250\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Community &gt; Organization Contact Organization Contacts are special members of your organization, typically the Solicitor, assigned to specific members of your database. An Organization Contact could\u00a0be some of the following: Board Members Executive Director Development Director Key Benefactors Staff members who raise their own funds individually<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[5,11],"epkb_post_type_1_tag":[172],"class_list":["post-883","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-contacts-and-records","epkb_post_type_1_category-setup","epkb_post_type_1_tag-solicitors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Organization Contact - DonorSnap Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/donorsnap.com\/support\/docs\/organization-contact\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Organization Contact - DonorSnap Support\" \/>\n<meta property=\"og:description\" content=\"Community &gt; Organization Contact Organization Contacts are special members of your organization, typically the Solicitor, assigned to specific members of your database. 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