Notifications
Clear all
[Solved] My Members are organisations, not individuals. How do I manage these?
Topic starter
30/09/2022 10:04 pm
My Members are organisations, not individuals. How do I manage these?
You can easily do this using the standard Membership features. Just create/edit (or import) your Member records and add the Organisation Details. Use the Member Details section for the organisation contact details.

You should then change your Default Member View to Organisation List (Nav: Setup > Membership Setup > Default Member View > change to Organisation List)

Quote
Forum Information
Our newest member: mikebarley704@gmail.com
Latest Post: More than one "session"
Forum Icons:
Forum contains no unread posts
Forum contains unread posts
Topic Icons:
Not Replied
Replied
Active
Hot
Sticky
Unapproved
Solved
Private
Closed