How to link a contact to an organization

Linking contacts to organizations creates clear relationships and improves reporting.

Steps

1. Open the contact record.
2. Locate the Organization, Company, or similar field.
3. Begin typing the organization name and select it from the list (or create a new organization if it does not yet exist).
4. Save the contact.

Once linked:

• You can see the organization from the contact record.
• You can see all related contacts from the organization record.
• Reports and filters that use organization become more accurate.

This is especially valuable for corporate giving, foundation relationships, and partner organizations.