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.

Assign a contact type to an organization contact

1. From Organizations > Contacts, locate the appropriate contact and click Edit from the Action column.

2. From the Contact Type drop-down, select the role to assign to the constituent.

3. Click Save when you are finished.

Note: To assign more than one type to a contact, you'll need to add a new contact for each type you'd like to assign and then select the same constituent from the Constituent field.