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How to link a person to a different organisation

If a person is linked to the wrong organisation, then you can use the following steps to (1) delete the link then (2) create the correct link.

Delete the current link

  • Load the organisation the person is currently linked to.

  • Choose ORG/PEOPLE.

  • Click once on the person you want to alter.

  • You may wish to note their position (as you are about to delete the link).

  • Choose DELETE LINK (at the base of the screen).

Link an existing person to an organisation

  • Load the correct organisation.

  • Choose ORG/PEOPLE.

  • Choose LINK TO AN EXISTING PERSON.

  • In the LINK box type in the surname and choose the person from the list.

  • Enter the POSITION.

  • Choose CREATE LINK.

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