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When you develop a relationship with an organization, you can record contact details and link them to organization profiles. Contacts are for your internal records and are not linked to submitter profiles. If you add a contact to an organization, they are not notified of this action.
Go to Organizations > Switch to Contacts View to browse and manage all contacts that have been created by your administrators. You can select a contact name in the list to open the record, view its organization and update details.
From the contacts view, the following actions are available for managing contacts:
- Create New Contact: enter new contact details to create a record.
- Delete: delete a contact record.
- Export: choose a template to export data.
- Refresh: update the contacts list to include any recent additions.
Creating a contact
You can create a new contact in the Organizations space:
- Go to Organizations > Switch to Contacts View.
- Select Create New Contact.
- Enter some or all of the following contact information:
- First Name
- Last Name
- Job Title
- Personal Email
- Phone
- Fax
- Mobile Phone
- Home Phone
- Internal Note
- Select Save.
The contact record now exists and you can find it using the name and date filters at the top of the page.
If you want to add the contact to an organization:
- Select the contact name to open it in a new tab.
- Select Add Contact to Organization.
- Locate the organization, select the checkbox next to it and then Add.
You can also create new contacts directly from the organization profile:
- Open an organization and scroll down to the Contacts section.
- Select Create New Contact.
- Enter contact information and Save.
Adding a contact to an organization
You can add existing contacts to an organization from the Contact section of the profile:
- Open an organization and scroll down to the Contacts section.
- Select Add Contact.
- Locate the contact, select the checkbox next to it and then Add.
Follow the link on the contact name to view the full contact record. The far right column in the contact grid allows you to Remove the contact from the organization profile. The contact will still exist in the contacts view if it is removed here.