9.11. Sub-Files - Connections

Connections
Use the Connections tab within the individual, organization, or committee record to link an organization or committee record to the individual records of key contacts.  An unlimited number of connections can be made.

Note that some connections cannot be made, e.g. an individual record cannot be linked as a candidate to a record that is not marked as a committee, and both the individual and organization/committee records must be created before the linking is attempted.

How to Add a Connection:

1. Search for and select the Individual, Organization, or Committee record.
2. Select the Connections tab.
3. Choose the appropriate connection type from the drop-down box:
   
4. In the text field below the drop-down box, Search for the name of the individual, organization, or committee that will be linked and select the appropriate record from the results.
5. Click +ADD.

How to Delete a Connection:

1. Search for and select the Individual, Organization, or Committee record.
2. Select the Connections tab.
3. Click the blue X to the right of the connection you wish to delete.
4. Choose Delete.

Primary Contact
If there is more than one affiliated individual within an Organization or Committee record, you can set the primary contact by clicking the radio button next to the search text field. Communications to the Organization or Committee can then be addressed to the attention of the Primary Contact. When running lists, labels, and reports, you also have the option to replace the Organization with its Primary Contact.

Note that the primary contact button can only be accessed from an Organization or Committee record, when creating the initial link. If the link was established from the Individual record, it will have to be deleted and re-established from the Organization or Committee record.