Contacts at the Organization Level

Add Contact in the Organization

To add contacts at the organization level, follow the steps below.

  1. On the Organization Details screen, click on the ‘Contacts’ from the left-hand navigation links.
  2. On the Contacts screen, click on the +Add button.
  3. Add the necessary information to the mandatory fields on the ‘Create Contact in Organization’ form.
  4. Refer to the Creating an Organization section for the detailed steps.

Edit Contacts in Organization

To edit contacts in an organization, follow the steps below.

  1. Select a contact to edit.
  2. Click on the Edit button from the top menu bar.
  3. Make changes to the General Information, Contact Relation, and Contact Information sections.
  4. Click on the Save button.

Remove Contact

To remove a contact, follow the steps below.

  1. Select a contact to remove.
  2. Click on the Remove button from the top menu bar.
  3. Click on the Remove button on the confirmation popup.

Set as Primary

To set a contact as primary, follow the steps below.

  1. Select a contact to set as a primary.
  2. Click on the ‘Set as Primary’ button from the top menu bar.
  3. The contact name displays a primary contact.

Export

To export the Related Organizations, follow the steps below.

  1. On the Contacts screen, click on the ‘Export’ button.
  2. Follow the standard steps to retrieve exports detailed in the Exporting Contacts section.