Organization Summary Page

Access the Organization Summary page for an organization by clicking the organization's name anywhere it appears in the site. The most common navigation paths for doing so are detailed below.

Organizations Page Navigation Path

1. Click Search on the upper navigation bar, and then click Organizations.
2. Enter search criteria, such as the name of the organization, and then click Search.
   
   
3. Click the organization name.
   
   

Workload Page Navigation Path 

1. From the Dashboard, click the workload page that contains one of the organization's requests.
   
   
2. Click the organization name.
   
   

Requests and Decisions Page Navigation Path

1. Click Search on the upper navigation bar, and then click Requests & Decisions.
2. Enter search criteria, such as the organization name, and then click Search.
   
   
3. Click the organization name.
   
   

User Summary Page Navigation Path

1. Click Search on the upper navigation bar, and then click Users.
2. Enter search criteria, such as the first and last name of the user who belongs to the organization, and then click Search.
   
   
3. Click the user's last name.
   
   
4. Click the organization name.

 

To view the New Organization Summary it needs to be enabled via the New Organization Summary toggle. 

1. From any of the above navigation options, click the Try the new Organization Summary toggle.
   
   
2. Once the toggle is enabled, click on the left-side menu options to navigate to the pages.
   
   

Summary 

The Summary page displays the information of the organization as provided by the applicant during the registration process. The Summary page has additional key organizational details.

• This includes the organization's name, address, primary contact, website, telephone number, email address, and EIN/Tax ID in the top-left corner.
  • The included information may vary depending upon the use of organization custom fields. The custom fields will show up underneath the organization name.
    
    
• Click Print Organization Packet to download the organization summary in a .pdf format.
  
  

Requests

The Request page displays all requests from applicants within the organization. It also provides the option to manually enter a request for the organization.

Contacts

The Contacts page displays each user who belongs to the organization and provides the option to add additional contacts.

Comments

The Comments page provides the option to record comments specific to the organization and displays any existing organization comments. A comment can be pinned.

• Click the pin icon to pin a comment. 
  
  
• Pinned comments will appear in the top left corner of the Comments page with a yellow highlight around the box.
  
  

Documents

The Documents page provides the option to upload documents specific to the organization and displays any existing organization documents.

Charity Check

The Charity Check by Candid page 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.

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.

Contacts Tab

The Contacts tab displays each user who belongs to the organization and provides the option to add additional contacts.

Comments Tab

The Comments tab provides the option to record comments specific to the organization and displays any existing organization comments. A comment can be pinned.

Documents Tab

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.

Additional Options

Two additional buttons are available to administrators at the top of the Organization Summary page.

• Click Public Profile to access information about the organization available through Candid.
• Click Print Organization Packet to download the organization summary in a .pdf format.