How To Add an Organization

The Organizations list shows all organizations records created in AmpliFund.

1. Open Contacts>Organizations.
2. Click the + (Create icon) in the Icon Bar.
3. Add the organization Name.
4. Add the organization’s DBA Name (optional). This is another name that the organization does business under.
5. Select the Organization Type.
6. Add a primary address (optional).
7. Add a primary email address.
8. Add a primary Phone Type and phone number (optional).
9. Add a DUNS Number (optional). This is a Data Universal Numbering System number.
10. Add an organization’s Website (optional).
11. Add an organization’s Submission Website for online submission (optional).
12. Add a Submission Website Username and Submission Website Password for your organization (optional).
13. Select a Funding Cycle.
14. Add a Funding Cycle Description (optional).
15. Add an organization Description (optional).
16. Add a Unique Identifier (optional).
17. Select the record Status as Enabled. If the record Disabled, it will not appear in the Organizations list or any reports.
18. Click Create.