Managing Individuals/Contacts in Salesforce

Individuals is the term used to describe contacts and people in Causeview. The Individual record type and table stores all information relating to a person your non profit organization may want to engage with within Causeview, including donors, volunteers, advocates, supporters, etc.. Individuals must always be associated with an organization. Individuals whom you may not know the organization for are placed in the Individual bucket organization to ensure proper reporting in Causeview.

Information collected about individuals includes (but its not limited to):

• Name

• Contact Information (phone number, address, email, etc.)

• Relationships with other individuals

• Birth Date

• Annual Income

• Donor Profile

• Household Information

Maintaining your recorded information about donors is essential for the success of any non profit organization. It is best practice to maintain and update records as often as possible.

Individual records have four action buttons on the top of each account: edit, delete, clone, and request update. The following outlines the four action buttons.