A Person can be linked to more than one Organisation in the Address Book.


If a Person is linked to more than one Organisation it is possible to unlink the Person from one Organisation.


To remove a Person from an Organisation:

  1. Go to the Address Book
  2. Search and click on the Person’s name
  3. The right of the screen lists the ‘Contact Details’ of each Location the Person is linked to 
  4. Click ‘Edit’ on the right of the name of the Location you want to unlink the Person from
  5. Click ‘Delete’ on the right at the bottom of the Contact DetailsNote: Do not click the ‘Delete’ option on the left of the screen beneath the contact personal Details.
  6. Tick the box to confirm and click ‘Delete’ to unlink the Person


Note: If using Correspondence Management, any Correspondence Contact links at the Organisation the Person is being removed from will need to be deleted before the Person can be unlinked. Please see Correspondence Management for more information.