New Organization

The ‘New Organization’ feature in the ‘Contacts’ module of Retention CRM allows you to create and store information about organizations you interact with. This is particularly useful for Associations, Chambers of Commerce and Nonprofit organizations that manage relationships with various groups, including donor organizations, partner institutions, and membership associations.

General Functionality of ‘New Organization’ Feature

Here’s a breakdown of the options within the New Organization feature.

• Contact Details
  • Organization Name: Primary name of the organization (e.g., Hope Community Health Center)
  • Legal Name: Official legal name, if different from the primary name.
  • Nickname: A more informal way to refer to the organization (e.g., Hope Clinic)
  • SIC Code: Standard Industry Classification code for the organization (optional)
• Communication:
  • Email: Primary email address of the organization.
    • On Hold?: Flag to indicate if email communication is temporarily suspended.
    • Bulk Mailings?: Option to include the organization in bulk email campaigns.
  • Phone: Primary phone number with options to specify extension, location, and type (e.g., Main Line).
    • Edit Phone Type Options: Allows adding additional phone numbers with their details.
  • Instant Messenger: Username and details (location and type) for the organization’s IM account (optional).
    • Edit IM Provider Options: Option to add additional IM accounts.
  • Website: Primary website address with the option to specify type (e.g., Main Website).
    • Edit Website Type Options: Allows adding additional websites.
• Additional Information:
  • Contact Source: How you learned about the organization (e.g., Website referral).
  • External ID: Unique identifier used by another system to reference the organization (optional).
  • Browse/Upload Image: Option to add a logo or image for the organization.
• Address:
  • Address Location Type: Specify if this is the primary location, billing address, or another type.
  • Use another contact’s address: Option to link the organization to an existing contact’s address.
  • Street Address, Supplemental Addresses, City, Postal Code, Country, State/Province, County: Detailed address information.
  • Another Address: Option to add a secondary address for the organization.

Using ‘New Organization’ in Association Management

A nursing association can utilize the New Organization feature to manage information about various organizations they interact with, such as:

• Hospitals and Clinics: Store contact details for partner hospitals and clinics, including website addresses, main phone lines, and dedicated email addresses for nurse recruitment.
• Educational Institutions: Maintain contact information for colleges and universities offering nursing programs, including program details and websites.
• Government Agencies: Keep track of relevant government health departments and regulatory bodies, including contact details for policy inquiries.

The Central City Nurses Association (CCNA) is creating a new entry for Mercy General Hospital in the New Organization feature:

• Organization Name: Mercy General Hospital
• Email: [email address removed] (Bulk Mailings? checked)
• Phone: (555) 555-5000 (Phone Location: Main; Phone Type: Main Line)
• Website: https://www.dignityhealth.org/sacramento/locations/mercy-general-hospital (Website Type: Main Website)
• Address:
  • Address Location Type: Primary Location
  • Street Address: 123 Main St.
  • City: Central City
  • State/Province: CA
  • Postal Code: 12345

Additionally, CCNA can utilize other options

• External ID: Include the hospital’s ID number within the association’s internal system.
• Contact Source: “Referral from member nurse John Smith”
• Another Address: Add a separate address for the hospital’s HR department.

A nursing association can utilize the New Organization feature to manage information about various organizations they interact with, such as:

• Hospitals and Clinics: Store contact details for partner hospitals and clinics, including website addresses, main phone lines, and dedicated email addresses for nurse recruitment.
• Educational Institutions: Maintain contact information for colleges and universities offering nursing programs, including program details and websites.
• Government Agencies: Keep track of relevant government health departments and regulatory bodies, including contact details for policy inquiries.

More Use Cases for Associations

Track vendor interactions

You can create a new organization record for each vendor company you work with. This record can store their contact information, payment history, and any other relevant details about your business relationship with them.

Manage partnerships

When your association partners with another organization, you can create a new organization record for them. This record can store their contact information, details about the partnership agreement, and any communication history between the two organizations.

Record grant applications

You can create a new organization record for each government agency you apply for grants from. This record can store the agency’s contact information, grant application details, and any communication regarding the grant process.

By utilizing ‘New Organization’ feature, Associations, Chambers of Commerce and Non-profit organizations can streamline their communication and interactions with different organizational entities, ensuring that all relevant information is easily accessible and up-to-date.