Individuals Contacts

Overview

The Individuals Contacts page is part of the Individual Portal. This page displays Contacts that are related to the Individual for ease of visual reference. The data can be used for custom developed output reporting.

Requirements/Dependencies

• User must have permissions to access Individual

About

The Individuals Contacts page makes use of two (2) lists;

• The Relationships list which connects the Individual to a Contact (a General Contact or Professional).
• The Profiles list to source contact details to display of the Person connected to the the Individual.

How-to

View a Contacts details

1. Click on the name of the contact - the details of that contact will appear in the 'Contact Details' section.

Edit the type of Relationship to Individual

NOTE: The ability to edit the record is made available via the 'Edit' button.

1. Click the edit icon next to the Contact's relationship type.
2. Edit the 'Relationship to Individual' column making one or more selections.
3. Click Save.

Add a New Relationship of a Contact to an Individual

Note: Unless the 'Add Contact' button has been enabled and the logged in user has appropriate permissions granted, the contact will need to be added before relating to an Individual by using the Contact Manager.

1. Click the button 'Add Relationship'
2. Search for the contact and click 'Add Relationship'
3. Select which type(s) of 'Relationship to Individual' to categorise this contact's relationships to this Individual.
4. Click Save.