Difference between revisions of "Extended Orgs & People List"
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Latest revision as of 11:24, 4 December 2024
Location in standard build: Contact Management Tab > Data Operations > Extended Orgs & People List
The Extended Orgs & People List is a search tool. It allows you to search for any organisation/person on the system, regardless of which Types they have. Clicking "Clients" in the main menu and then running search for the surname "Brown" will show you all Clients with that surname - so by that time, you've already chosen to only look at Clients. However, using the Extended Orgs & People List to search for the name "Brown" will show you all organisations/people that have "Brown" in their name/surname, and they will be displayed with their Type(s), as shown.
Clicking on the name of an organisation/person gives you a view of their basic information as well as their Types. Types can be added, changed or removed in the right hand column.
Clicking the "View" button will open the usual record view for the type that is shown.
