Contacts
Associating Contacts & Organizations
Some contacts are associated with specific organizations, for instance they may be employees, a member of a union, or a member of a community group. There are two ways to link Contacts and Organizations: Link an Organization to a Contact Add Contacts ...
Find a Contact
To get to the Contact Application within foreAction, you can select the Contact item on the top menu bar, or one of the Contact quick links on the home page. Contacts are sorted in two categories: Contacts and Organizations. This allows you to search ...
Edit a Contact
To edit a contact, navigate to the Contacts section of the application by selecting Contacts in the main menu or by using the FIND CONTACT icon on the homepage. Search for the contact you wish to edit and select the contact. You will see all of the ...
Create a Contact
To create a contact, you can select the CREATE CONTACT icon in the Contacts bar on the home page. Alternatively, you can select the Contacts icon in the top menu bar then select the Create icon in the menu bar at the left-hand menu of the Contacts ...