Feb 10, 2021
View Organizations related to Individuals
If working with an individual, you can view the organizations related to that individual.
- 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 individual, 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 individual contact in the list.
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- Click the
tab.
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