Identifying Organization Contacts

A standard list of contact people is available for use in all the organization records that require contact information. You define the list of contacts in the Contact Persons policy table. Then the entries in the policy table are listed as options for the Primary and Alternate contact boxes on the organization workforms.

You can open the Contact Persons policy table from an organization workform or the Administration Explorer. You can display and work with contact entries from any organization level. The same list of contacts appears at all organization levels, and any changes to the Contact Persons policy table are applied to all organization records.

Note:
The Modify contact persons table: Allow permission is required to change this table.