Nonprofit Success - Contact Management
Contents |
Contact Management
Overview
The nonprofit template defines "Contacts" as individuals with whom your organization has a relationship and can vary depending on the type of business the organization is engaged in. Contacts can be of one or many different types including but not limited to members, donors, constituents, students, grantors, grantees, board members, volunteers, etc… Typically, Contacts are referred to as Constituents in the nonprofit vernacular.
Contact Management Conventions
Contact Creation
When creating a new Contact, a user may choose to use the "New Contact" Tab which will simultaneously create a Household record along with the new Contact. Alternatively, a user can create a new Contact from an Organization record. To create a contact from an Organization record, a user should first go to the specific Organization record and then to the Related List – Contact and select ’New’. This will ensure that the New Contact is properly associated to the appropriate Organization.
Contacts can be created in one of the following ways:
- Initial Data Migration – Perform an initial data migration from source systems that are currently being used to manage information about contacts.
- Lead Conversion – Some users of the application will have the ability to qualify and convert leads into organizations, contacts, and donations. During this conversion process, a contact record will be created and populated with information from the lead record.
- Manual – Users will have the ability to create contacts using the user interface via the "New Contact" Tab or from the Contacts related list of an Organization record.
Contact Naming
Since the information populated in these fields will be used to develop both Mail Merge and Email templates going forward, it is important to consider the formal or informal name supplied for the ’First’ and ’Last’ name fields.
Viewing Contacts
Contact Views
The following Salesforce views have been made available for use. Users can create additional views as needed.
- All Contacts
- Birthdays This Month
- New This Week
- Recently Viewed Contacts