Category

Adding a Business Contact

You can add a business contact to a business record within Greater Giving. That way when you create/print letters or emails, it shows the contact as well. 

  1. Add a new business or editing an existing business.
    add_bsn_cont_1.jpg
  2. Click On the Business Contacts tab.
    add_bsn_cont_2.jpg
  3. Click add Contact.
  4. Type in the name of the contact and click find.
    add_bsn_cont_3.jpg
  5. Select the business contact.
    add_bsn_cont_4.jpg
  6. Click Insert.
    add_bsn_cont_5.jpg
  7. Click save.
    add_bsn_cont_6.JPG

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