Organization Manager

Organization Manager - Step by Step
The Organization Manager is a tool that can be used to track your contacts and activities with outside organizations, community partners, and agencies, as w...
Fri, Jan 24, 2025 at 2:43 PM
Add an Organization
Keep track of all the organizations your League partners with. An outside agency or organization is any external entity that your organization interacts wit...
Fri, Jan 24, 2025 at 2:37 PM
Add a Location for an Organization
Add a location or site information for the organization. Keep track of the physical places where the organization operates or where it has offices, branches...
Fri, Jan 24, 2025 at 2:38 PM
Assign a Liaison for an Organization
Assign a Liaison who will be helping facilitate the relationship between the League and partner organizations.  Required Access: You will need the Orga...
Fri, Jan 24, 2025 at 2:38 PM
Add a Contact for an Organization
Add a Contact for the person who is representing an organization.  Required Access: You will need the Organization Administrator or Administrator acces...
Fri, Jan 24, 2025 at 2:39 PM
Record Activities for Organizations
Record any activities or interactions between organizations to track collaborative work. They can be activities such as phone calls, emails, meetings, etc. ...
Fri, Jan 24, 2025 at 2:39 PM
Add a Request for an Organization
Submit requests from organizations, where you can specify if volunteers or funds are needed. To make this process easier, create a public form in Form Build...
Fri, Jan 24, 2025 at 2:39 PM
Upload Files for an Organization
Upload any files relevant to the organization or partnership. Required Access: You will need the Organization Administrator or Administrator access lev...
Fri, Jan 24, 2025 at 2:40 PM