Working with Individuals Personal and Contact Information
Linking Individuals and Organizations
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