How to Unlink or Edit a Person's Company?

How to Unlink or Edit a Person's Company?

  1. Click Dashboard
  2. Click Contacts Module
  3. In the Search field, enter the first few letters of the first or last name to display a list of matches.
  4. Click Manage button for the name of the person to update
  5. Scroll down and locate on the far right side of the screen the Company Affliation section
    • Click Remove Affiliation to unlink a person to a company
    • Click Make Admin to add the person as a company admin
    • Click Change Company dropdown and select a new company to link the person to
      • If you wish to make the person an admin, click Make Admin checkbox
      • Click Add Affiliation
  6. Click Update Profile button

    • Related Articles

    • How to Edit Contact Profile Information?

      Quick Batch Updates: Click Dashboard Click Contacts Module in left-side menu Click Display Columns button to select fields to appear in the grid. For each field, click inside the cell to open an editable text box, then click your Return/Enter button ...

    • How to remove a person from a Group Registration?

      Click Dashboard Click Attendee module Click Manage Groups in the left side menu Click on the row the Group appears on in the list Click See All Group Members in the right side menu Click the Remove from Group button for the name of the person to be ...

    • Manage a Company

      Finding the Companies Click Dashboard Click Companies Module from the left-hand menu Click the row of the company you'd like to manage. Managing a Company Please navigate to the company first The first page loaded is the company profile here you can ...

    • Company Contact Roles

      You may define different types of common company roles and associate the roles to company contacts. Then in other areas such as emailing a company, you may set a filter on the role(s) for whom should receive the emails. Examples of common company ...

    • Company Profile Fields

      The companies module has a distinct company profile with company profile fields. There is a set of standard X-CD defined company profile fields. These fields cannot be removed, but can be re-labelled. You may defined your own set of fields which will ...