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Assign Staff to an Individual/Organization

Updated

Assigning staff to contacts provides a way to organize contacts amongst your staff. For example, you may have a prospective member assigned to staff so the sales staff can better track those opportunities.

 NOTE: To assign staff members, they need an Active Login (not pending).

 

 

  1. On the Contact Profile tab, click the   icon in the Assigned Staff.

  2. On the Add Assigned Staff screen:
    • Select a Related Person from the drop-down list. All of your staff members will be displayed in the list. You may add additional related persons by clicking the   icon. 
    • Select a Relationship Type from the drop-down list. You may add additional relationships by clicking the   icon.  NOTE: Relationship types are a way by which you can organize, report and filter on relationships. See Contact Relationship Types for more information. 
  3. Click Done.

 

 NOTE: If it is necessary to reassign staff, perhaps a staff member has left the organization, this can be done under Setup > Staff Users. See Reassign Staff for further information.