Associating Organisations & Contacts

Adding contacts to organisations allows you to email a defined set of individuals easily.

OPTION 1: Adding an Organisation to a Contact’s Profile

  1. Click on ‘Contact’ top tab and ‘Search’ for a contact and click directly on the ‘Contact Name’
  2. Click on ‘Contact Organisation Maintenenace’ accordion. All organisational associations for the contact can be seen here.
  3. Click ‘Add’ to add the contact to a new Organisation
  1. Click the ‘Magnifying Glass’ to search for Organisation
  2. Enter details/select from dropdown address, phone, email. Role is from the dropdown and it should represent a means of finding all the people of a similar Role across other Organisations. The Position is the Contacts title they have on their business card.
  3. Click ‘Save’