Assign Staff to an Individual/Organization

Riha Moss

Oct 08, 2024

1670

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).

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