- 2 Minutes to read
- Print
- DarkLight
What is an organisation contact
- 2 Minutes to read
- Print
- DarkLight
There are 3 types of contacts in infoodle:
1) An individual
This Contact has a Firstname, Lastname and (optionally) a Gender.
The address area under Household Details has a Household name, which can be optionally used to show the information about the family e.g. Mr H & Mrs G Jones.
Some people like to use this as a clearer way to show the household. When you add other people who are connected to the same individual, you are creating a household.
2) An individual who is part of a Trust, Organisation or other entity
In this scenario, you know their first and last names, and in the address area you would use their Trust, Organisation or other entity name in the Household Name e.g. The Jones Family Trust
If you have organisation view enabled then you will be using the Organisation Name.
You can add other contacts to this Organisation and you are therefore creating an organisation (rather than a household).
3) A Trust, Organisation or other entity
This may be where you don't know the persons name. e.g. You only know the Trust name, or where the contact is a No-Person entity, such as a Trust, a Business, or a Grant.
Receipts will be issued to this Trust/Business name and transactions will be received from the Trust/Business name. In this scenario you are creating an Organisation Contact.
Here the Firstname, Lastname and Gender fields are removed. The only naming field you have left therefore is the Household name (or Organisation name).
Infoodle will store the organisation name in this same place - but it understands that the contact is not an individual and therefore doesnt use the firstname or lastname in any activity.
When you add other contacts to the Household of this organisation contact, you are creating an organisation. These other people you will know their names and therefore have the fields to enter firstname and lastname etc.
When there is no Profile Photo loaded, a Building Icon is displayed for Organisation Contacts instead of the default Person profile Icons.
Because an Organisation Contact uses the Organisation/Household Name field as the name of the Contact, you can only have one of this type of Contact per Household/Organisation.
In all scenarios you have access to all the other personalisation fields and custom fields you may have created. e.g. you will have Salutation and Nickname fields.
In the case of an Organisation Contact, these can be used to hold the name you refer to the organisation such as 'Friend' or 'Supporter' such that your letters or emails could say Dear Friend or Dear Supporter.