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.

Search for existing records

If the account does not exist, please create a new one.

Start on the Accounts Tab and Select "New"

Start on the Accounts tab

Select a Record Type

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 
Organizations

Enter information, then save:

Enter information

Additional Record Types

Venues

The Venue record should be used for any hotels or other vendors we want to track.

Venues

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. 

Households