A Resource is a catch-all entity for anything that doesn’t fit cleanly into a contact or organisation — a grant, programme, fund, property, or project. For background on when to reach for a Resource, see The Relationships data model.

Create a resource

1. Click Add resource from the dashboard or the Resources tab.
2. Fill in at minimum Name (required).
3. Click Save.

For the full list of fields, see Resource fields.

Link a resource to contacts

Once created, a Resource can be linked to one or more contacts. See Link records together.

Edit or delete a resource