Contact Management - Organizations v.3.7

Owned by Liz Griffin (Unlicensed)
Last updated: Dec 23, 2016
3 min read

Applies To Version(s): 3.7 - Contact your ShareVision Product Expert to upgrade.


About - Contact Manager - Organizations

Contact Manager provides a location to save and retrieve details for organizations that your agency works with. It shows contact details for the organization in question, and can also be used to track contacts who are members.



Getting Here - Contact Manager - Organizations

  1. Click on Contact Manager on the QuickStart Menu.
  2. Click on Organizations.
  3. Search for the Organization you need more details about.  Click Go.
  4. Click on the Organization name when it appears on the list. 

Overview

Organization Tabs

Organization Details Web Part

Displays a view of an organization's details.  These details may be viewed and edited from here.

People in Organization tab

The Relationships tab displays a list of people a contact is connected to along with the corresponding relationship. Users may edit relationships or add new ones.  Contacts are added to an organization by creating a corresponding profile.


How To

Add a New Organization through the Contact Manager

This information outlines the process for adding a new organization.

  1. Go to the Contact Manager.

  2. On the QuickStart Menu, click Organizations just under Search/Create.

  3. To confirm that the organization does not already exist, type the name into the Search box and click Go.

  4. If the organization you searched for does not appear, click create a new organization. This will launch a organization details page - fill in the appropriate details and click OK.

Edit an organization in your contact list

  1. Go to the Contacts Manager.
  2. Click Organizations under the Search/Create section of the Contacts Manager.
  3. Search for the organization you need to change.
  4. Click on the organization's name in the list.
  5. Click edit.
  6. Make your changes and click OK or cancel when you're done. 

Delete an organization in your contact list

  1. Go to Site Actions > All Site Content, Lists section>Organization
  2. Click on the organization's name in the list.
  3. Click Delete Item in the toolbar.

Add or remove a field from the Organization Details Web part in the Contact Manager

  1. Go to Site Actions > All Site Content, Lists section>Organization
  2. Open the List Toolbar Settings Menu and select List/Library Settings.
  3. Go to the Content Types section. If this section is not visible below General Settings, turn on Management of Content Types.
  4. Click on the content type profile you want to add/remove a field from                                                                                          
    • Add a field: Click on Add from existing site or list columns, Add the fields you want, and click OK.
    • Remove a field: From the content types settings page, click on the field in the columns section. Click Remove and click OK on the confirmation pop-up window.


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