Difference between revisions of "Accounts vs Constituents"
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(Created page with "=='''What is the difference between Accounts and Constituents?'''== Category:Name/Address FAQs Category:Other FAQs") |
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=='''What is the difference between Accounts and Constituents?'''== | =='''What is the difference between Accounts and Constituents?'''== | ||
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| + | [[File:Constituents and Accounts.png|center]] | ||
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| + | It is important to understand the difference between Accounts and Constituents when it comes to DDI records. The easiest way to view it is that Accounts are set up for Constituents who have certain types of financial relationships with your organization. You can have constituents who do not have accounts, but you will not have any accounts that do not have constituent records. | ||
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| + | Accounts are required for: | ||
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| + | * Donors | ||
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| + | * Loans | ||
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| + | * Investments | ||
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| + | For information on how to set up accounts, please reference this page: [[Account Entry]] | ||
[[Category:Name/Address FAQs]] | [[Category:Name/Address FAQs]] | ||
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Latest revision as of 10:37, 3 April 2012
What is the difference between Accounts and Constituents?
It is important to understand the difference between Accounts and Constituents when it comes to DDI records. The easiest way to view it is that Accounts are set up for Constituents who have certain types of financial relationships with your organization. You can have constituents who do not have accounts, but you will not have any accounts that do not have constituent records.
Accounts are required for:
- Donors
- Loans
- Investments
For information on how to set up accounts, please reference this page: Account Entry
