Understanding Database Roles for Organizations

Understanding Database Roles - Organizations

This database system is based on modules. There are two modules currently available related to Organizations—Contact Management and Fundraising. The Contact Management module contains the up-to-date contact and demographic information about all of the people and organizations that have been entered into the database, regardless of which module you used to create or modify that information.

In the right hand column, you can see a box called Database Roles.

Every organization in the database is considered a Contact. In addition, Organizations can be Donors (if you have the Fundraising Module). The Database Roles box lets you know if the Organization is also a Donor.

You can also use the Add button to add a database role for the Organization, bringing it into the Fundraising Module as well.

Please note: You can also add Organizations to the Fundraising Module by going to Donor—Organization, clicking on the New Donor button, and selecting the existing Organization from the drop down list.

1.In the Database Roles Box, click Add.

2.Select the Database Role of Donor.

3.Click Add.

4.You will now see Donor listed as a Database Role.

5.This organization is now in the Fundraising Module (Donor—Organization) as a Donor.

6.Click on the Donor link to go to the Fundraising Module and enter additional donation-related information about this organization.