Organization Groups in Virtuous CRM are a way to categorize or group donors together for a variety of reasons, and even restrict user access to specific Contacts.
Adding and Removing Organization Groups
Manage organization groups in Virtuous is easy. Follow the steps below to add or remove an Organization Group.
Adding an Organization Group
Navigate to the Settings Screen
From the Team tab, click on Manage Organization Groups
Click the Add an Organization Group button in the upper right-hand corner of the screen
- Enter a Name and optionally provide a Location (example: Southwest)
- Enter a Description to provide your team context for how the organization group should be use.
- Optionally, you can also enter cultural and exchange rate For more information on this, read our article on Cultural and Exchange Rate data
- Click Save once you've entered all of your information