It’s easy to add Organization Contacts to Organization Profiles. Navigate to Organizations > Organization Profile > Contacts
Click the blue plus (+) button to add a new contact.
* PLEASE NOTE: the “Search…” field allows you to search existing contacts within the organization, but will not locate new contacts.
Select Contact or Liaison depending upon the type of contact you’re adding:
Select a Person – Type the person's name in the search field. PLEASE NOTE: only persons with an existing person profile will appear within the search. Once you select a person, click Next.
Complete the following fields (note, not all are required):
- Start Date
- End Date
- Primary Contact
- Trusted Contact
- Preferred Address
- Preferred Phone
- Preferred Email