Contacts Management
Individual contacts make up the database.
Click-Through Guides
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Assign a Staff to a Contact Record (En/Es)
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Use Followed Contacts
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Update an Organization's Type of Contact
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Add a New Organization to the Database
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Use Contact Relationships to Link Individuals and Organizations
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Template: Linking Individuals and Organizations: Relationships and Upload
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Suppress a Contact Record (En/Es)
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Using Financial Households to Nest Related Organizations
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Create Financial Households
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View and Update a Contact's Email Subscription Status
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Details
- 1 Template
- 9 Guides
- EveryAction
Access this course
(and more!) by subscribing to one of the following bundles.
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Database Admin
Bundle • 43 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
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Organizing Syllabus
Bundle • 15 learning productsOrganizing-focused courses | Build your strategy with guides focused on EveryAction’s base building tools and integrations. Includes EveryAction content related to Virtual Phone Banks, Follow Ups and more!
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Communications Syllabus
Bundle • 14 learning productsCommunications-focused courses | Skill-up your EveryAction communications use, with guides focused on using mass communications features. Includes EveryAction content related to email, events, stories and more!
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Development Syllabus
Bundle • 28 learning productsDevelopment-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
Built in Collaboration
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Asian American Advocacy Fund
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Center for Science in the Public Interest
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Equitable Recovery & Reconciliation Alliance
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Feminist Women's Healthcare Center
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Florida Wildlife Federation
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National Domestic Workers Alliance
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Sachamama
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Showing Up for Racial Justice