Relationships
Use this EveryAction feature to view connections between individual contacts as well as organizations
Click-Through Guides
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Create a Saved Search of Organizations' Primary Contacts
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Use Relationships in EveryAction
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COMING Q4: Review Relationships in Database as Part of Yearly Reset
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COMING Q4: Using Primary Contacts on Organization Profiles
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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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Details
- 1 Template
- 3 Guides
- EveryAction
Access this course
(and more!) by subscribing to one of the following bundles.
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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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Development Syllabus
Bundle • 29 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.
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Database Admin
Bundle • 44 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
Built in Collaboration
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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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Showing Up for Racial Justice