Contact Profile Functionalities

FoundationHub allows you to form relationships by linking Contacts (Interested Parties, Grantees, Vendors) to each other or by linking them to Funds/Accounts. The way we can view these relationships slightly differ between the Old vs. the New Co...

For contact profiles linked with multiple Funds , the ‘ Linked Funds ’ section also contains a mass linked funds update functionality. For this, click on the “ Mass Update ” button . This pops up a Mass Link Update page. where you can se...

FoundationHub allows you to mirror a Donor’s (Interested Party’s) DonorSphere account. This functionality allows you to impersonate the Donor in their DonorSphere portal and gives you the following capabilities: View the Donor’s Activities , Al...

All the Contact Profiles’ ( Grantees , Interested Parties and Vendors ) sections & fields can be modified using the App Manager . This allows you to rename/reorder specific sections, fields in specific Forms and create custom sections/fiel...