Mastering Record Classification: All, Individuals, Organizations & Constituents 🗂️
Learn how to effectively categorize records into All, Individuals, Organizations, and Constituents for streamlined data management and insights.
About this video
---All
-Contains all Individuals, Organizations, Constituents
-Scoreboard
---Individuals
-Individual people, no companies
-Scoreboard
---Organizations
-Only orgs and companies
-Ex: Bank of America
-Scoreboard
---Constituents
-Anyone who is receiving services from your organization
-Use however you want, these contacts do show up in the All tab
-Scoreboard
-Contains all Individuals, Organizations, Constituents
-Scoreboard
---Individuals
-Individual people, no companies
-Scoreboard
---Organizations
-Only orgs and companies
-Ex: Bank of America
-Scoreboard
---Constituents
-Anyone who is receiving services from your organization
-Use however you want, these contacts do show up in the All tab
-Scoreboard
Video Information
Views
241
Total views since publication
Duration
4:07
Video length
Published
Apr 19, 2023
Release date
About the Channel
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