Partners are organizations that work with your out-of-school time program. They may provide free goods, services, or staffing or work with you through a contracted relationship. Recording such partnerships can show your program's wider impact and connections in the community, which may assist in ongoing fund development efforts.
Adding A Partner
To define a new Partner, click Organizations in your left-hand navigation menu.
Click the Add Organization drop-down on the right and select Partner from the menu.
Fill out the information requested on the Add Partner form in Step 1. Any field marked with a red asterisk is required. The form can only be submitted once all required information is complete. Click Next Step.
Select one or more Active Reporting Terms for this Partner in Step 2
Click Save Partner.
Editing a Partner
To edit a Partner, search for the partner in the Organizations List by typing part of the Partner's name. Then, click the pencil icon to edit the partner's information.
Tip: to find all Partners, type the word "Partner" into the search filter.
You can make any needed edits in the Partner Information or Active Reporting Terms sections.
When you are done, click Save Partner.
If a Partner works with your program the following year, you must edit the Partner and mark the checkbox for the new Reporting Term.
Removing a Partner
If a Partner has data associated with it, such as contributions, the Remove Partner trash can icon will be gray, indicating the partner cannot be deleted.
Click Yes, Delete to confirm the removal of the partner record.
There will be a green message confirming the successful removal of the partner.