Individuals: Add/Edit Work Information (Version 2+)

Contacts: Individuals: Add/Edit Work Information

1. This tutorial will cover how to record work information for Individual contacts.
2. The Work Information section of a contact’s record is used to indicate any organizations that the individual contact may work for.
3. To view a contact’s current work information, start by navigating to the contact’s record and clicking on the Edit Contact button in the bottom right of the screen.

   

4. Next, click on the Work Info tab, and you will see a list of all organizations the individual currently does, and previously has, worked for.
5. You can expand the information shown for an organization by clicking on the small + button to the right of a given entry.  

   

6. To indicate a new organization that a contact works for, click the Add button in the lower right of the screen.

   

7. Start by typing in the name of the organization for which you are entering work information for this contact.
8. If the organization already exists in your database, as you type, the name will appear in a drop-down below the Organization field.
9. Should this be the case, simply select the organization and proceed to the remaining fields.

   

   

10. If the organization does not exist within your database, you can choose to create a record for it when you save, by marking the “Add as Organization Contact” box.
11. If you do not use this option, no contact record will be saved, but an entry will still be created in the individual’s record.
12. Next, fill in all available information for the organization that you are adding.

    

13. When you have finished entering the organization’s information, or selected an existing record proceed to the remaining fields
14. The Job Title field allows you to indicate the individual’s job title at the organization.
15. The Contact For field allows you to indicate what you might contact the individual for at the organization.
16. Lastly, indicate whether the contact is a current employee at the organization with the “Is working in this organization currently” checkbox.

    

17. When you have finished entering all information, click on Save in the lower right of the screen.
18. To edit an existing organization entry click on the Edit button to the right of the appropriate entry, and the configuration screen will be opened again.
19. To delete an organization entry, click on the drop to the right of the Edit button and click on Delete.

    

20. Once you confirm the change, the organization will be permanently removed from the individual’s record.
21. Removing an organization from an individual’s work information will not delete any contact record that exists for that organization.