The Organization Summary page houses all of the information related to a specific organization.
- Click the Organization Name anywhere in the site that it appears in order to access this page.
The Organization Summary contains several tabs and additional options.
- Click Public Profile to access information about the organization available through Candid.
- Click Print Organization Packet to download the organization summary as a PDF.
Organization Info Tab
The Organization Info tab displays the information of the organization as provided by the applicant during the registration process.
- This includes the organization's name, address, primary contact, website, telephone number, email address, and EIN/Tax ID.
- The included information may vary depending upon the use of organization custom fields.
- The Organization Change Log provides a record of changes made to the organization information.
- The Organization Email History link provides a record of all emails sent through the system to contacts within the organization.
Request History Tab
The Request History tab displays all requests from applicants within the organization. It also provides the option to manually enter a request for the organization.
The Contacts tab displays each contact within the organization and provides the option to add additional contacts.
The Comments tab provides the option to record comments specific to the organization and displays any existing organization comments.
The Documents tab provides the option to upload documents specific to the organization and displays any existing organization documents.
Charity Check by Candid Tab
The Charity Check by Candid tab displays the most recently run charity check summary as well as the option to View Charity Check Log. The log contains of all of the dates and times that charity checks have been run for the organization.