For organisational constituent profiles, you can assign a Main Contact.
This could be someone who you have the most contact with, your point of contact, or perhaps the CEO - it all depends on how you are using your data.
To assign the Main Contact, they first need to be on Donorfy, once on Donorfy, they will have their own Constituent Profile and so can be linked.
Click on the Find button under the Organisation name.
Search for the constituent that you would like to assign to be the Main Contact.
Once located the contact click on it.
Click OK.
This will link the two profiles.
This will be your visual reference as to whom is your main contact at that organisation and provides you with easy access to that constituent's information.
🤓Tip:
If you need to report on and contact that person easily, we highly advise adding a Connection (of 'main contact') between the two constituent profiles.
This is because the Main Contact's details, such as address, email, phone number, etc are not available from a Constituent List, only the Name is provided.
You can also use a Connection List to locate the details of your main contact. This List type will provide you with contact details for both Constituents.