Other Organizations File Maintenance - Contacts tab
The list box shows the individuals associated with the current organization.
Fields/Buttons |
Descriptions |
---|---|
New |
Click to open the New/Edit Contact window. |
Add Contact |
Click to open the Search Contacts window, where you can add a new contact by clicking New below the Search bar. |
Edit |
Click to open the New/Edit Contact window. |
Set as Primary |
Select the organization contact you want to mark as primary and click the Set as Primary button. A green checkmark indicates this is a primary contact. |
Remove |
Click to remove the contact. |
Status |
Click to display organizations with contacts that are active, inactive, or no longer affiliated with the organization. |