4.1 - NFP Accounts Review
In the NFP CRM, we will need to associate the accounts module to a contact that can be a donor, volunteer or even a sponsor. It is important that we understand where each contact works even if the account does not do any business with our NFP organization.
There could be two usage of Accounts module where you just store the employee information of a contact type as donor or you can also engage with a contact type sponsor who is a part of an organization. In the latter case, you need to send an invoice to the accounts and not a contact.
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3.3 - NFP Contacts Record Review
In the NFP contacts module, you will have different sections popping up based on different contact types. Below is a screenshot of the Donor contact type where you will be able to see the following information associated with them. The contacts ...5.2 Household Accounts Review
Below is the screenshot showing a record of Donor Household Account. In this record, you will be able to identify what type of household account and the related stats as a family. You can also see the family contacts associated in the “Family” ...4.2 - NFP Account Types
In our Zoho NFP CRM, we have different account types that can be stored inside the CRM. You can find the field name : “Account type” where you will be able to tag which is their account type. For e.g. Sponsor or supplier as shown in the screenshot ...5.1 - Types of Household Accounts
Below is the screenshot of the Household accounts module home page. You can see all the records of household accounts with Household account Type. There are three types of household accounts type: Donor household account Member household account ...Introduction into Working with Household Accounts
These Household accounts are otherwise called as family accounts. If you have to track and associate family members of a particular contact, then you need to use this custom module called Household accounts. You can create the household account with ...