Manage Organizations
Goal: Keep companies, foundations, churches, and other organizations on file as their own constituents — separate from the individual people who work with them — with a single view of everything they've given.
Connect People to Organizations (Affiliations)
Goal: Record who belongs to an organization — employees, board members, a primary contact — so you can move between a person and their employer and credit the right relationships.
Attribute Gifts to Organizations
Goal: Credit a donation, recurring gift, pledge, or sponsorship to the organization that gave it — not just to a person — so the organization's giving history is complete.
Merge Duplicate Organizations
Goal: Combine two records that are really the same organization into one, moving all of its giving and people onto the record you keep.
Convert a Person into an Organization
Goal: Fix a constituent that was entered as an individual person but is really a company, foundation, or other organization — moving its organizational giving onto a proper organization record.
Import Organizations
Goal: Bring your existing companies, foundations, and other organizations into Omnivo in bulk using the migration template's Organizations sheet.