Contact details and a profile of your donor, prospect or grantee organisation can be captured here.
See how to capture, save and edit information. Links can be added to other profiles on the database.
DO enter as much accurate information as you can as this will save you time later.
DO check whether the organisation is already on the system so as to avoid duplications.
DO add acronyms for quick access to the organisation.
When capturing a new organisation, separate linked profiles will be created for the person and the organisation.
1.On your Home dashboard, select the Organisations menu.
Check whether the organisation you want to add is on the system by entering the first few letter of the name into the Search for an organisation box.
If there are no matching results, select Add new organisation. Enter as much information as you have, and make sure it is accurate.
•Give the organisation an acronym.
•Enter the primary contact person's title, initials and names.
2.Once you have entered the basic information, select Save and close if you have completed the entry, or Save and stay on page if you want to add more details about the organisation.
Select Save and close once you have completed your entry.
3.You can add more persons in DevMan and link them to the organisation. See Add a Person.
On your Home dashboard, select the Organisation menu, enter the first few letter of the organisation and then select the one you want to view from the drop-down list to open the profile page.
You can select whether you would like the Profile summary page or the Edit page to be your default. Click here to see how.
Review and change the details of an organisation, or add additional information.
Open the organisation's profile summary page, and select Edit.
Update the profile as needed, then select Save > Save and close to go back to the profile summary page.
To continue working, select Save > Save and stay on page.
You can also select Summary to go back to the organisation summary page.