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Understanding Organization Combination

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Understanding Organization Combination
Understanding-Organization-Combination
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Organization Combination Overview

The CyberGrants Organization Management suite offers robust functionality for combining and consolidating organization records. 

  • This includes the ability to view the history of previous organization combinations, seamlessly combine two organizations, and leverage a bulk organization combination feature.
  • When organizations are combined, all associated transactions, requests, gifts, events, and deductions are automatically transferred to the new organization, ensuring a smooth transition. 
  • However, it's important to note that original organization data, such as responses and file attachments, may not always transfer over, and can be recovered using the Organization Combination History tool.
  • Administrators have full control over the combination process, with the ability to select which organizations to merge and review the results before finalizing the changes. 

Review the articles below to learn more about the various organization combination capabilities within CyberGrants.

 

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