Contacts
The Contacts module is available to all users and provides tools for managing internal and external contact information. Create and maintain records for organizations, individuals, and staff, and establish relationships between contacts. Assign staff responsibilities for grant-related activities in Euna Grants.
- How to Select a Payment Profile When Updating an Award
- How to Access the Payment Profiles Page on a Recipient Organization Record
- How To View an Organization
- How To Add an Organization
- How To Edit an Organization
- How To Copy an Organization
- How To Delete an Organization
- How To Restore a Deleted Organization
- How To Import Organizations
- How To View Organization Contact Info
- How To Add an Organization Address
- How To Add an Organization Email Address
- How To Add an Organization Phone Number
- How To Edit Organization Contact Info
- How To Delete Organization Contact Info
- How To Mark Organization Contact Info as Primary
- How To View Organization Relationships
- How To Add an Organization Relationship
- How To Edit an Organization Relationship
- How To Delete an Organization Relationship
- How To Mark an Organization Relationship as Primary
- How To View an Individual
- How To Add an Individual
- How To Edit an Individual
- How To Copy an Individual
- How To Delete an Individual
- How To Restore a Deleted Individual
- How To Import Individuals
- How To Convert an Individual to Staff
- How To View Individual Contact Info