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.

Create or edit organization details

  1. Select Constituent360 > Organizations.

  2. Select Create an Organization.

  3. Enter the organization information in the provided fields.

    Note: If the Organization has a separate mailing address, select Include a different mailing address to add the address.

  4. Select Save.

  1. From the Organizations list page, select Details from the Actions column of the organization you would like to edit.

  2. From the Organization Profile, select Edit Organization.

  3. Make your changes in the Organization Summary window.

  4. Select Save when you are finished.