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Note: Only branches have access to the Contact Types Contacts and Staff menu in Organization. |
Contact Types
In this menu, you can change the contact types' names or statuses (Active or Inactive).
To change the name or status (Active or Inactive) of the contact types, click on the line of the contact type to be changed, and a side panel will open on the right; you can make changes by clicking on the blue pencil.
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Contacts and Staff Settings
In this menu, you can indicate the mandatory contacts within your child's organizations and change the contact types' names or statuses (active or inactive).
In the Settings menu, select Organizations and then click on Contacts and Staff.
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On the Contact and Staff Settings tab, click Edit on the right.
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Select from the drop-down menu the required staff roles for your child organizations.
Indicate if the organization's contact must exist and if a member profile must have been previously created.
Click on Save
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In the Contact Types tab, click on Add to the right.
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Fill in the required fields and click on Add.
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To change the name or status (active or inactive) of the contact types, click on the row of the contact type to be changed. Make the desired changes in the right side panel by clicking on the blue pencil. If you want to delete a contact type, click the Action button and then Delete.
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