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Adding a main contact to an organisation

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

Once you have created a contact record, you can link it to an organisation as the Main Contact. The main contact details can then be accessed from the organisation summary and included in organisation reports.

To add the contact, go to the Organisation Summary and select Actions > Edit from the top-right corner of the page.

In the edit window, scroll down to the Main Contact field and search for the relevant contact.

Select Save to add the contact as the main contact.

For more information, take a look at the full help page for Editing an Organisation.

Keywords: Add main contact, link staff contact

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