How do I create an Organization Group in Virtuous?

Organization Groups in Virtuous CRM are a way to categorize or group donors together for a variety of reasons. For more information, read our article What are Organization Groups in Virtuous?

Adding and Removing Organization Groups

Manage organization groups in Virtuous is easy. Follow the steps below to add or remove an Organization Group. 

Adding an Organization Group

  • Navigate to the Settings Screen
    settings.png
  • From the Team tab, click on Manage Organization Groups
    org-group.png
  • Click the Add an Organization Group button in the upper right-hand corner of the screen
    add-org-group.png
  • Enter a Name and optionally provide a Location (example: Southwest)
  • Enter a Description to provide your team context for how the organization group should be use.
  • Optionally, you can also enter cultural and exchange rate For more information on this, read our article on Cultural and Exchange Rate data
  • Click Save once you've entered all of your information
    add-org-group-modal.png

Removing an Organization Group

  • Navigate to the Settings Screen
    settings.png
  • From the Team tab, click on Manage Organization Groups
    org-group.png
  • Find the organization group you want to remove and click the edit icon
    org-group-edit.png
  • Click the Delete button and confirm the warning message by clicking the Delete button again
    org-group-delete.png
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