Classifying Records: All, Individuals, Organizations, Constituents

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Classifying Records: All, Individuals, Organizations, Constituents

G
Giveffect

299 Views • Apr 19, 2023

Description

---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