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ReportHow do you (nonprofits) illustrate on your CRM whether a contact is a stakeholder because of their individual status or a stakeholder because of their company status?
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How do you (nonprofits) illustrate on your CRM whether a contact is a stakeholder because of their individual status or a stakeholder because of their company status?
Hi
Thank you for reaching out.
"Primary Constituent Type" can be indicated on the Contact record and can be customized to fit the nonprofits needs.
If you have any further queries, please create a support ticket following the below steps:
Power Platform admin center (microsoft.com)– New support request-select- Microsoft Cloud for Nonprofit
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