Feb 10, 2021
View Individuals related to an Organization
If working with an organization, you can view the individuals related to that organization.
- Click the
icon.
- Select Contacts from the app menu. A list of all contacts in your database will be displayed.
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- Scroll through your list of contacts to locate the desired organization, or click the
filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.
- Click the desired contact in the list.
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- Click the
tab.
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