"Organizations, Households & Individuals" Articles:
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Navigate to the Organizations tab
Select the organization to which the individuals you would like to merge belong to. We can only merge individuals...
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Organization Donor Rollup Fields
The Organization's Donor Profile allows you to see the Organization's giving and transaction history. While some...
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How To: Create a New Individual Bucket Account
Native Salesforce requires that every Contact (Individual) created must be linked to an Account (Organization...
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How To: Create a new Household
A Household is a special type of organization which allows you to group together several individuals who live at the same address...
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Individual Donor Rollup Fields
The Individual's Donor Profile allows you to see the Individuals' giving and transaction history. While some fields...
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Difference between accounts and affiliations
Causeview can help you to represent the connections and associations between individuals and organizations accurately...
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Your network of constituents: Accounts, Affiliations, Relationships and Households
Causeview is designed to help you map and track the complex connections...
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Difference between households and relationships
Households and relationships in Causeview both allow you to track the different ways that your constituents...
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Difference between relationships and affiliations
Causeview allows you to save both organizations and individuals in the application as constituents, and the...
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How To: Create a new individual
A new individual can be created from several points in Causeview, but all individuals will function the same way in Causeview...
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