Sharing a Contact with an Organization

This feature allows you to select one or more organizations with which to associate a contact.

To share a contact:

  1. From theNavigation menu,click CONTACTS. The Contacts page is displayed.
    Note: Only those contacts that are associated with your organization are displayed.


  2. Click the desired contact. The Contact page is displayed with the selected contact's information.
  3. Click SHARE WITH ORGS. The Share With Organizations pop-up window is displayed.
    Note: Only those organizations that you are associated with are displayed.
  4. Select the desired organizations with which to share the contact. Multiple organizations can be selected.
  5. Click OK. The contact is associated with the organizations selected and you are returned to the Edit Contact page.
  6. Click SAVE. The contact's information is saved in the system and you are returned to the Contacts page.