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. It can also be used to indicate volunteer positions, internships (paid or unpaid), or other types of organization-individual affiliations.
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 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.

   

7. To delete an organization entry, click on the drop to the right of the Edit button and click on Delete. Once you confirm the change, the organization will be permanently removed from the individual’s record.
8. Removing an organization from an individual’s work information will not delete the organization from your system. It will just remove the work relationship between the individual and the organization.
9. To indicate a new organization that a contact works for, click the Add button in the lower right of the screen.

   

10. Start by selecting whether you are adding static date (not creating an organizational contact record in your CRM) or adding a new organizational contact to your system.

    

11. If entering static data: type in the Organization Name (required), Job Title (optional), Contact For information (what is this individual in charge of at the employer/organization [e.g. billing, grants, sponsorships, guest speaking, etc.]) (optional), and the is working at this organization currently checkbox (optional). Click the blue Save button in the lower right when you have filled in the information to save the work information.

    

12. If creating an organizational contact record: start typing in the name of the organization for which you are entering work information for this contact in the Organization field. If the organization already exists in your database, as you type, the name will appear in a drop-down below the Organization field. Select the name off the list of matching organizational contact records.

    

13. If the organization does not exist within your database, finish typing the name and hit enter or tab. The Quick Add Organization Contact pop up window will open.

    

14. Fill in whatever additional information you have about the organization (no additional information is required; only Organization Name is required to create an organizational contact). If you have any questions about Quick Add Organizational Contact, see this tutorial. When you have finished filling out the add organizational contact fields, click the Save and Close button in the lower right to save the organizational contact and return to Add/Edit Work Information.

    

15. The organization name field will be populated with the name of the organizational contact record you just created. Fill out the Job Title (optional), Contact For (optional), Is working at this organization currently (optional), and Set as Primary Contact (select if you want to mark this individual contact as the primary contact for the organization) (optional) fields.

    

16. When you have finished entering all information, click on Save in the lower right of the screen.