Every contact is either an Individual or an Organization. The type decides which name FundHero shows first and which fields are required.
Individual
- First name and Last Name are required.
- Organization is optional and describes where the person works.
- Home Number and Work Number are available.
- In the contacts list the Name column shows "First Last". On the detail page the heading is the person’s name, with their Position and organization underneath (for example "Treasurer, Riverside Rotary").
Organization
- Organization is required and becomes the main name.
- First name, Last Name and Position are still on the form. Use them for your main point of contact.
- The phone field is labelled Phone Number instead of Work Number, and there is no Home Number.
- In the contacts list the Name column shows the organization name. The detail page heading shows the organization name too.
Change a contact’s type
- Open Contacts and select the contact.
- Select Edit.
- Change Select Type to Individual or Organization.
- Select Save.
Fill in the field the new type requires. For example, switching to Organization needs an organization name.
Set the type when importing
The contact import has a Contact Type column you can map. See Import contacts.
You can also filter your list by type with Filters > Contact Details > Type, which has Individual, Organization and None options.