Working with Individual Records
This book provides information about working with individual records.
Navigating to the Individual Profile
Individual Profile Child Forms
Editing Individual Profile Information
Adding a Deceased Flag to an Individual Record
Adding a Primary Organization for a Contact
Adding a Note to a List of Individuals or Organizations
Adding an Individual's Contact Information to Outlook Contacts
Adding an Individual to a Committee from the Individual Profile
Adding the Individual Type to an Individual Profile
Updating an Individual List to Deceased Status