Adding / Editing Organization Contacts

From the View Contact Screen, click on the Icon_Plus Icon. Use the Change To Organization Button at the bottom of the Create New Contact Screen to change the screen to an Organization Contacts as needed.


Contacts are added as Individuals or Organizations. For more on the difference between Individuals and Organizations, click HERE.

To add or edit contact information, you must have the security rights.  These are provided by your database administrator.

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Create New Organization On Full Browser
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IPhone 6 Screen

Drop Down Lists

When you see the Down Caret Icon_Down_Caret  it means that a list is dropped down to choose the input. Lists can be edited from the desktop application if you have the security rights to edit lists.

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Screne Element Text

Alert Note Icon_Alert

This is a note that, when filled in, will place the red Alert Icon on the Main Screen.  Clicking on the Icon will show the note.

The note should be short, just a few paragraphs.

The note can be used to point out when a family member has had a traumatic event or a congratulatory event.  Recent deaths, divorce,  illness and even a marriage may qualify.

If the note it to expire, put in a line at the end, "Remove after xx/xx/xxxx so that anyone reading it after that date can remove it.

The Primary Contact

You can associate this organization with a primary contact which will make it easy to know who controls your accounts.

When creating the Primary Contact, you only add a few fields here.  You should navigate to the contact's record to fill in the details.

Change To Individual Button

If you are entering an Organization's Information, click on this button to change the input screen to one designed for Individuals.

See Also


When entering an organization's name, if it is a joint account, enter the last name first, such as Smith, John and Jane.  This makes it much easier to locate by last name.