Adding or editing Key Contacts

1. 1. Click on Relationships

   

2. 2. Click on Organizations

   

3. 3. Click on the organization you wish to update

   

4. 4. Click on People

   

5. 5. Click on the person you wish to make the key contact

   

6. 6. Click on the three dots

   

7. 7. Click on Update Key Contact

   

8. 8. Check the box or boxes you wish to enable

   

9. 9. Click on OK

   

10. 10. Click back on the organization

    

11. 11. Click on Key Contacts

    

12. 12. And you will see the individual listed as a key contact and you can scroll over to see the contact type.