Organization Contacts

Navigate to an existing contact by clicking on Recent, Search, or Contacts at the top of the screen, and tap or click on the pencil icon to edit that contact.


Contacts are entered either as Individuals or Organizations.  If the contact record represents more than one person, it should be entered as an Organization.

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.

Modifying a contact is easy.  Just navigate to an existing contact by searching for the contact or using the recent names list, and then click on the Pencil Icon

Click to Expand or Collapse
View Contact Organization In A Browser

Adding New Organizations

To add a new organization from an Organization's Screen, just click on the Icon_Plus Icon.  From an Individual's Screen, click on the Icon_Plusand then click on the Change To Organization Button at the bottom of the screen.

Editing Existing Organizations

Click on the Icon_EditIcon to edit the Organization being viewed.

Deleting An Organization

If you have the Security Rights, you can delete a contact record.  Click on the Icon_Delete.

Social Media Links

You can establish links to the major social media sites by using the Organization Additional Details section.  For more information on social media links, click HERE.

360 Degree View

Clicking on the Expand All button provides a view of all of a contact's information.


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.