We’re thrilled to add
Company Contacts
to enhance your donor management experience! Better manage your organizational donors with a dedicated space for companies, making it easier to track corporate relationships and segment your database effectively. 💼📊🖋️What’s New
Dedicated company layout:
📁 A new tabbed interface separates individual contacts and company contacts for clearer organization.
View associated contacts:
📇 Easily see all associated Individual contacts directly from a Company contact record and which companies are associated with a given individual.
Point of contact designation:
👤 Assign a primary point of contact for any Company record.
Add soft credits to companies:
Track the influence of a gift by soft crediting a Company on any transaction. Check out our Soft credits changelog post to learn more.
Convert contacts between types:
Easily convert individual contacts to companies and vice versa. When viewing an an individual contact, click the Actions dropdown > Convert to company
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Custom fields:
🛠️ Create and manage custom fields tailored to companies, individuals, or both, helping you capture the right data for each type. These settings can be applied to new or existing custom fields.
Additional features:
- Import contacts by type
- Filter and export company contacts
Helpful tips:
- Easily copy all email addresses from individual contacts linked to a company record. Just select Copy all emailsfrom the Actions dropdown on the Company profile.
- Duplicate contact managementis now part of theData Hygienetab.
- The previous Contact field called Companyhas been renamedEmployer.
Learn more about Company contacts in this Help Center article.