If the employee does not exist in DonorView yet, you can click on the “+” button that appears above the Company Contacts grid on the company profile screen. Add the contact’s information and click on Save. The contact will be created in DonorView and the relationship between the contact and company will be created.
If the employee already exists in DonorView, you can go to that contact’s profile and add the company. This will create the relationship and the employee will appear on the Company Contacts grid on the company profile screen.
Can I add employees to a company from the company profile? Print
Modified on: Fri, Jul 13, 2018 at 9:55 AM
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