FoundationHub
      Contents x
      • FidTech's New Document360 Platform
      • FoundationHub How-to Guide
      • DonorSphere Utilities & Administration How-to Guide
      Powered byDocument360

      Interested Party
      3 Articles  in this category

        Share this

        • Print
        • Share
        • Dark
          Light
        Contents

        Interested Party

        3 Articles in this category
        • Share
        • Dark
          Light

        Adding a New Interested Party

        Assuming you have the correct permissions to set up a new Interested Party, on the top-left corner, click on Menu > Interested Party A blank ‘ New Interested Party ’ Form pops up in which the fields marked with a red asterisk ( * ) ...
        Updated on : 11 Jul 2025

        Searching for an Interested Party

        You can search for an Interested Party’s profile in FoundationHub using the steps below: Using the Search Bar, enter the Interested Party’s Name or Customer Id Code . Next, select “ Interested Party ” as the contact type and press Enter or...
        Updated on : 11 Jul 2025

        Interested Party - Edit Capabilities

        An Interested Party’s profile consists of various sections which allow you to access and manage their information. Note: The icon allow you to edit previously entered information, the icon allows you to add more information, and the icon...
        Updated on : 11 Jul 2025