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. |
