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 Add an Individual Address
- How To Add an Individual Email Address
- How To Add an Individual Phone Number
- How To Edit Individual Contact Info
- How To Delete Individual Contact Info
- How To Mark Individual Contact Info as Primary
- How To View Individual Relationships
- How To Add an Individual Relationship
- How To Edit an Individual Relationship
- How To Delete an Individual Relationship
- How To View a Staff
- How To Add a Staff
- How To Edit a Staff
- How To Copy a Staff
- How To Delete a Staff
- How To Restore a Deleted Staff
- How To Import Staff
- How To Create a User from Staff
- How To View Staff Compensation
- How To Add Compensation
- How To Edit Compensation History
- How To Delete Compensation History
- How To Import Compensation
- How To View Funding Details
- How To View Staff Relationships
- How To Add a Staff Relationship
- How To Edit a Staff Relationship
- How To Delete a Staff Relationship
- How To View a Sub-Recipient
- How To View a Lead Recipient