Create a New Account Record
The Account record is used for organizations and any formally recognized entity comprised of individuals.
Search for Existing Records
Always search first to see if a record exists. For example, before creating a new record for The Aspen Institute, type "aspen" into the top search bar to see what already exists.
If the account does not exist, please create a new one.
Start on the Accounts Tab and Select "New"
Select a Record Type
Organizations
The Organization record is the primary account record type we use.
Type: Select between "For Profit", "Government", or "Nonprofit".
Primary Sector: Select a primary sector for the organization. This sector will also be added to affiliated contacts. Primary sectors include:
- Academia, Academia & Research, Defense Contractor, Digital Media & Communications, Consulting, Education, Finance, Health, Law & Legal Service Leadership Development, Manufacturing, Technology, Hospitality, Philanthropy, Social Entrepreneurship, and Sports & Athletics
Enter information, then save:
Additional Record Types
Venues
The Venue record should be used for any hotels or other vendors we want to track.
Households
The Household record links together Contacts in the same household. Please do not create any household account records. The system will automatically create a Household for each new Contact - unless you connect the contact to an existing Household record.
For example, when you create a new contact record for Blair Christie the system will automatically create the household account: "Christie (Blair) Household."
When you create a new record for her husband, Joseph, and their kids, link the new record to the existing Christie household. Notice that when you save, the household name automatically updates to include all family members.
