Organization Groups in Virtuous are a way to categorize or group donors together for a variety of reasons and even restrict user access to specific Contacts. Organization groups are a great way to organize Contacts for Major Gift Portfolios or for missionary giving.
Adding an Organization Group
Creating Organization Groups is an Admin only permission. If you're an Admin, select "Contacts" from the menu, then select "Organization Groups."
Select the Create an Organization Group button in the upper right-hand corner of the screen.
- Enter a Name and optionally provide a Location (example: Southwest)
- Enter a Description to provide your team context for how the organization group should be used.
- Optionally, you can also enter cultural and exchange rates for teams who will be working remotely in other countries
- Click Save once you've entered all of your information
Adding Contacts to an Organization Group
There are 4 ways that you can add Contacts to an Organization Group:
1. Directly from a Contact record: If you have Write access on Contacts, select the Edit icon to the left of a Contact name, scroll down towards the bottom of the edit slide out, and there is a box to add the Contact to an Organization Group. Be sure to Save!
2. From a Contact Query: To use this feature, you must have write access AND bulk edit access on Contacts. Build a Contact Query to identify the Contacts that should be in the Organization Group. View results, then select all of the contacts in the query. Finally, select the actions button in the upper right corner and choose Assign Contacts to Organization Group. Confirm that you want to edit the Contacts that you've selected and choose the appropriate Organization Group then select Assign Group.
3. Via Automation: One action available in Automation is to add Contacts to an Organization Group. Simply select that action in your Automation and any Contact that reaches that action will be assigned to the appropriate Organization Group.
4. Via the Gift and Contact Import tool: Check out this article with all the details of how to use the Gift and Contact Import tool to add Contacts to your Organization Groups.
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