If you have multiple contacts at an organization, designate one person as the primary contact. This is usually the person with whom you most frequently communicate.
Enter the Primary Contact's Data
On the organization's constituent record:
Click Edit.
In the Primary Contact section, type in the primary contact's information.
Add the primary contact's info to the Informal Name, Formal Name, and Envelope Name fields.
Tip: The recognition name should be the organization's name. Any donations entered on this record should be money that the organization donated, not what the primary contact donated.In the Personal Information section, add the organization's name to the Employer field.
Click Save.
On the Profile tab, add the primary contact's work email and phone number.
Enter Additional Contacts
Create individual constituent records for each additional contact. The contacts have their own contact information, and you can email them separately at their individual email addresses. After you create the contact, link them to the organization with a employee/employer relationship.
When creating the record:
Type the organization's name in the Employer field. Then you can group the organization's contacts in a report.
Fill in the Job Title field to help you keep track of the contact's role in the organization.
The organization's record lists the other contacts if you link them with a relationship.
Employee List Report
If you've been consistent in entering the organization's name in the Employer field, you can create a report to show all employees at a particular company by doing the following:
Create a constituent report.
In the Include section, click Add Filter.
Select Employer, and type in the organization's name.
Click OK.
Click the Name column and delete it. Remove any other columns you don't want.
Click Add Column, and add:
First Name
Last Name
Job Title
Click Save And to save the report.