Spouse Contact Records
Families are entered as individuals with each family member in their own contact record. Spouses have their own contact record.
Joint Tenant Contact Records
Some users want to enter a contact record for a Joint Tenancy Account so that the account points to its own contact record. If you choose to do this use the Organization format so that you can easily find the record: Smith, John and Mary. This adheres to the rule that if the record represents more than one person, it is an Organization
Adding New Individual Contacts
To add a new Individual from an Individual's View Screen, just click on the Icon. From an Organization's View Screen, click on the and then click on the Change To Individual Button at the bottom of the screen.
Editing Existing Individual Contacts
Click on the Icon to edit the Individual being viewed.
Deleting An Individual
If you have the Security Rights, you can delete a contact record. Click on the .
To view a short note that you should know before contacting a person, click on the Alert Icon. If there are no Alert Notes, the icon will not appear.
Next / Previous Name
Click on the Navigation Arrows to more backwards and forward alphabetically in the database.
Search By Name
To search your database by name, click on the Search Icon.
To List names by Alphabet, click on the List Icon. Depending on how many names are in your database, the alphabet will be broken up into small alphabetical list with A to Z on the side of the screen.
Social Media Links
360 Degree View
Clicking on the Expand All button provides a view of all of a contact's information.
If you don't have the security rights to edit or delete contacts, you will not be able to edit.