Contacts
Left-hand Navigation: ADMIN » National/International » People » Contacts
Create and manage a list of Contacts for your organization. A list can be easily exported for reference. You also can email all individuals from this list, by clicking on the "Email" tab in the top right.
Add
- Click "Add" in the top right corner
- Search for the individual and add
- They must have a Compass record to be added to this list
End Contact Relationship
- To end/remove a contact relationship, go to the individual's Profile » Relationships » Organization
- Finally, click on the "relationship" and enter an "end date". This will remove the relationship.