Note: Clients with Raiser’s Edge integration may use the Organization feature, but should be advised that no organizational data will sync over. Attempted syncs from Luminate Online will not affect existing data.

Add new contacts for an organization

1. Select Constituent360 > Organizations.

2. On the Organizations list page, click Details from the Action column of the organization you would like to edit.

3. On the organization's profile page, click the Contacts tab. The list of contacts associated with the organization appear.

4. Click Add New Contact. The Organization Contact window appears.

5. In the Constituent Field, enter the name of an existing constituent. Optionally select if this contact will be the primary contact for the organization.

   Note: Only one person can be designated as a primary contact.

6. From the Contact Type dropdown, select the contact's role with the organization.

7. When you are finished, click Save. You return to the organization's profile page.

Note: All organization contacts are automatically added to the Luminate Organization Contacts group. If a constituent is a contact for multiple organizations and removed as a contact from one organization, the constituent will remain in the Luminate Organization Contacts group because they are still associated with an organization.