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 below.
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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 ...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 ...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 ...9.1 - Two types of Zoho Subscriptions
To send invoices out of Zoho CRM, you need to use the deals module. We have configured automatic invoice creation for NFP Zoho CRM so there is no hassle in creating or selecting templates or sending out invoice templates to Zoho CRM. Types of Zoho ...3.4 - Contact Types Stats
You can use the contacts module to manage multiple contact types at a time which means there could exits a contact where their contact type could be Volunteer and a donor. Based on the contact type you will get the stats sections popping up in the ...