Working with Contacts & Organizations
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Organizations
- Organization Record Basics
- How do organizations get added to your data?
- Creating a New Organization - (selecting the organization record type)
- Creating / Editing a nonprofit organization record
- The saved view of a nonprofit organization record and its related lists and custom links
- Creating / Editing a business organization record
- The HOC Customer Record
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Contacts
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Granting Contacts access to the public site and/or Sharing Portal
- HandsOn Connect Profiles (Public Site and Sharing Portal Overview)
- Granting a Contact Public Site Access as a Volunteer
- Granting Portal Access to a Volunteer Leader
- Granting Portal Access to Partner Staff who have registered their organization via the public site
- Granting one contact partner staff access to manage multiple organizations in sharing portal
- Removing a Contact's access to log in
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HandsOn Connect Flex Configuration (Advanced)