Organization records allow you to track businesses, foundations, and community partners that your nonprofit works with. Setting up organizations helps you manage key relationships, contact details, and types of organizations within your CRM.
Here's a video walkthrough to get started:
To create organization records in CauseVox, follow the steps below:
Step 1: Navigate to the CRM section and select CRM Settings to set up the custom organization fields.
Step 2: Select General on the left navigation to add organization roles, relationships and types. Select Fields on the left navigation to add any custom questions to the organization record. The roles and custom questions can be edited any time.
Pro tip: Drag and drop the fields to create a custom order.
Step 3: Once the fields are finalized, select the Organizations tab at the top >> Create an Organization on the right.
Step 4: Enter the organization information including:
Organization image
Organization name
Custom questions
Primary email
Primary phone
Primary address
Save, or Save and Add Another household.
