[Solved] My Members are organisations, not individuals. How do I manage these?

CT Support

(@slimjim)

Support Team Admin

Joined: 3 years ago

Posts: 153

Topic starter 30/09/2022 11:04 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)

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