Where are contacts?
Contacts can only be accessed through the Organizations app.
- Search for an organization.
- Select it.
- Expand the "Contact people" accordion to see contacts assigned to that organization.
But how do I get to the contact information?
- Just click on the arrow to the right of a contact's name.
What if I want to make changes to a contact?
- You can edit, copy, unassign, or delete the contact from the Actions button in the upper-right hand corner of the contact.
- Unassign will unassign the contact from that particular organization, but not remove them entirely from our list of contacts.
What about editing a contact?
- Using the Status drop-down menu, a contact can be made Active or Inactive, so you can make a contact inactive that no longer works at an organization without deleting them from our contacts list.
- An inactive contact will still show up in the organization's list of contact people.
- You can select as many categories as are relevant for that contact from the Categories drop-down menu.
- Categories include Primary, Payments, Support, etc.
- Emails and phone numbers can also be given categories.
- You MUST click the blue Primary button next to the email address or phone number, if you want them to display on the organization's list of contact people on the main record.
- URLs and addresses can be added on this screen if you scroll down.
How do I add a new contact to an organization?
That must be done from within the organization.
- After searching for and selecting the organization, choose edit from the Actions drop-down menu.
- At the bottom of the list of Contact people, click Add contact.
I'm in the contacts app! Now what?
- If you know your contact already exists within FOLIO, you can search for their name in the left-hand search bar.
- You can filter by active, inactive, or categories.
- If you're adding an entirely new contact, click the New button in the upper-right hand corner.
- When you click Save & close, the contact will automatically attach to the organization.
