Home → Campaign Manager → Records → Organization Records
9.7. Organization Records
Organization records in Campaign Manager hold all contact info for a specific organization and serve as a location to view related items such as communications or transactions.
Organizations
The organization profile record can be accessed a number of different ways:
- Opening an existing record via Quick Search or Contacts Search.
- Creating a new record via Quick Search or Contacts Search.
- Clicking a linked record name in various areas of the application.
Organization Record and Fields
Top-half of Profile
Section 1 (top-left corner)
Status: Active means this record will be included in searches and exports. Inactive means this record will be omitted from Quick Search and Contacts Searches and exports (often used for deceased or do-not-contact records)
ID: unique record ID number assigned during record creation
Profile photo: a unique photo can be uploaded otherwise the default building icon appears
Org name, city, state, phone and email address: pulled up to the top from editable fields in the below sections. (clickable email link opens to your systems default email program enabling you to type a quick email)
Bio Description: for internal use enter any relevant info that might assist users viewing the record (example: "owned by John Doe, this company is a sponsor for many events")
Social media links - copy and paste links to quickly connect with the organization via their social media
Section 2 (About)
Name: assigned during record creation and continuously editable
Description: open text field to briefly describe the company
Org Type: choose from the dropdown table (this can affect how transactions appear on compliance reports)
Industry: choose from the dropdown or type to add new selection
Tax ID: if known and/or needed for expenses, enter their federally assigned tax id number
URL: copy and paste the company website
Section 3 (top-right)
Tags: type to search tag name, if none is found you can choose to add the tag on the fly (also created on the Settings menu, tags are used as identifiers and record groupings for searches and exports)
Call Sheets: click to export a call sheet for this record (created/edited on Settings menu)
Letters: click to export a direct mail letter for this record (created/edited in Template Editor on Settings menu)
Copy Contact Info: click to create a new record with this same contact info
Merge: click to open a Contacts search when you suspect a duplicate record could exist (select found dupes and click little Action button to complete merge in Contacts)
Save: click to save any changes made to the record before exiting page
Delete: click to permanently remove the record from the database (irreversible- use with caution)
Section 4 (Sub-File Tabs)
Bottom-half of Profile
Section 5 (bottom-left corner)
Addresses: click Add to create a new address, click on an existing address to edit it, click More to reveal the trashcan/delete option plus view the date/time stamp and user who created/updated this info, click Cancel to close the More options. The blue star indicates the company's Preferred Address to be included in searches and exports. (Address type: Other is suggested for organizations which maps to compliance reports)
Phones: click Add to create a new phone number, click on an existing phone number to edit it, click More to reveal the trashcan/delete option plus view the date/time stamp and user who created/updated this info, click Cancel to close the More options. The blue star indicates the company's Preferred Phone Number to be included in searches and exports.
Emails: click Add to create a new email address, click on an existing email to edit it, click More to reveal the trashcan/delete option plus view the date/time stamp and user who created/updated this info, click Cancel to close the More options. The blue star indicates the company's Preferred Email to be included in searches, exports, and mass emails sent through Campaign Manager.
Custom Fields: when pinned by each user on the Custom Fields sub-files tab, they appear here. (create/edited on the Settings menu)
Section 6 (bottom-right)