Sub-contacts

Table of Contents

Sub-contacts

Multiple contacts can be grouped under a main contact.  To do this:

  • Find the ID of the main contact
  • Search for the sub-contact via the Member dropdown
  • Once selected, move to 'Update Membership'
  • Under administration, set the Linked id to be the ID of the main contact.

Please note, once this is complete, the contacts are grouped and will no longer show up individually in searches.

Alternately, to disconnect sub contacts, simply follow these steps:

  1. Find the main contact, and select 'Update Membership'
  2. Underneath the main table, you can select a link to 'Edit' the sub-contact
  3. Select 'Update Membership' under this new sub-contact
  4. Clear out the parent ID underneath the Administration tab