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.
- 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 LINK TO AN EXISTING PERSON.
- In the LINK box type in the surname and choose the person from the list.