Entities | Main Page
Updated over a week ago

Entity pages interact with the Entity Legacy pages and provide the same functionality. Entities can be created, viewed, edited, and enrolled using either feature. However, the non-Legacy Entity pages are preferred by many Enterprises.

Entities are subjects in ETO that might reflect third-party organizations, Staff in ETO, Programs in ETO, or other Entities/organizations that interact with your organization. Entities do not log in to ETO. Staff can record TouchPoints for an Entity, refer a Participant to an Entity, and manage Entity Attributes, Program Enrollments, and Collections to track different data points.

For technical support, contact: eto@bonterratech.com


Batch Uploading Entity Information

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