Enhance Your Workflow with the Microsoft Invoice Template for NPOs

Microsoft invoice template for NPOs

hello my name is Crystal Suarez and I'm a senior consultant with Heller Consulting we are a non-profit technology strategy and implementation firm serving organizations across North America today I'm going to show you how to create household accounts and contacts as part of the broader Microsoft cloud for nonprofit in fundraising and engagement to add a new contact we would first create a new household record to create a new household in the navigation pane under relationships select households [Music] then select new in the secondary menu also called the ribbon when a new account form appears ensure that the account form is set to fundraising household which is located just under new account when on the fundraising household form enter the details for the new household record ensuring that the required fields in any applicable fields are populated in order to save your new household record select the account type as household which is a required field enter the household name based on the household naming conventions for your organization complete any additional household Fields as needed including entering the appropriate citations such as household salutation informal citation or formal salutation you can enter a phone and enter the household address information like populating Fields such as address one street city state ZIP country or region when you've completed the required fields in any applicable Fields click save on the secondary menu also known as a ribbon now that the new household is created we can add a new contact record as a household member remaining on the same household we just created navigate to the household members area on the fundraising household form and the household members area select the ellipses then select new contact when on the quick create contact form enter the details for the new contact record ensuring that the required fields and any applicable fields are populated in order to save your new contact record enter the first and last name of the new contact and complete any additional Fields as needed entering an email or a mobile phone noting that the business phone is auto populated by the household number which can be updated as needed entering a description and then confirming or updating the auto populated address information that was copied from the household record when you've completed the required fields in any applicable Fields click the save and close button or save and create new from the drop down option if you're entering multiple contacts to the household record now that the contact record is saved you can see your new contact as the primary household member for the household we can also add an existing contact record as a household member to the new household record from the same household record in the household members area select the ellipses and then select add existing contact here we can use the look for record search to search for and select contacts we want to add to the household you may use recent records or your PIN records to help you find and add an existing contact once you've located your existing contact select add I'll note here that if an existing contact is already connected to an existing household you would first need to make the necessary changes to that existing contact in order to repair the existing contact to the new household record it may also take a moment for the household members area list to update for each contact added as a household member it's best practice to select the appropriate membership type which you can do directly in the household members area by clicking on the household relationship column within the list and selecting the membership type from the drop-down list I'll stop here and share that one of my favorite things about fundraising and engagements process for creating a household and adding a new or existing contact as a household member is very intuitive and can easily adapt to an organization's constituent management structure I feel that the user interface for the household and contact records allows users to locate and track the information they need to support engaging with their constituents and encourages users to keep the information up to date I also think having the ability to add helpful field hints that guide a user to capture record-specific details really helps maintain data integrity and improves the workflow of constituent data entry [Music] thank you for joining me today for a quick demo of how to create household accounts and contacts and some of my favorite features of fundraising engagement if you are looking for a partner to help you implement Microsoft cloud for non-profit Heller Consulting would love to be considered we offer momentum packages that can get you up and running quickly and key areas of Microsoft cloud for non-profit we also offer custom implementations to learn more visit our website at teamheller.com