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    Is there a way to add additional contacts to an Organization Profile?
    • 18 Jan 2023
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    Is there a way to add additional contacts to an Organization Profile?

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    Article summary

    I would like to add additional contacts to an Organization Profile within FIMS. Those contacts would have titles such as CEO, Executive Director, Etc.

    Answer:

    There is not a way to add additional contacts to the profile. You have to create a new profile for each person associated with the organization:

    Create and Update Profiles

    Create a Profile record for everyone who is significant to the organization. You must also create this record for all Donors, Prospects, Grantees, Students, or Vendors.

     You would create a profile for each person but list the same org name and same business address and then each person would have their own title as well.


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