Practice managing your organizational structure by completing these 3 steps in your FastFund environment:
- Explore Sub-Classes: Navigate to Lists > Constituents. Open a donor record. Look in the top right corner under the Receipt Type to see if they have any Sub-Classes listed (like Vendor or Employee). If they do, click the link to see how it instantly bridges you to their other profile.
- Review Individual vs. Organization Fields: Open an Individual constituent record and click the Details tab. Notice the specific fields for Marital Status and Date of Birth. Now, open an Organization record and observe how those fields are replaced by generic Contact First/Last Name and Industry fields.
- Practice the Existing Entity Workflow: From the Constituents list, click the drop-down next to New + and select New from Existing Entity. Select Individual and click OK. Use the filter to search for a name (or simply browse the list of existing vendors/employees). Click a name to practice bridging them over to the fundraising module, then click Cancel before saving.