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. Click Create an Organization.

  3. Enter the organization information in the provided fields.

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

  4. Click Save.

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

  2. From the Organization Profile, click Edit Organization.

  3. Make your changes in the Organization Summary window.

  4. Click Save when you are finished.