From version 204.3
edited by Patrick Masson
on 2018.12.05 at 12:58:20 PST
To version 205.1
edited by Patrick Masson
on 2018.12.05 at 12:59:17 PST
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -28,7 +28,7 @@
28 28  1111. Select "Contacts" -> "New Individual" from the CiviCRM menu.
29 29  1111. Enter as much information as you may have about the individual (be sure to add any relationships), but specifically we must have...
30 30  11111. Email address for the individual.
31 -11111. Under the "Relationships" tab add the individual to the relevant organization (use "Add relationship" buton).
31 +11111. Under the "Relationships" tab add the individual to the relevant organization (use "Add relationship" button).
32 32  11111. Under the "Groups" tab, choose "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
33 33  11111. Under the "Tags" tab, check, "Perspective Affiliate Rep." and "Perspective Affiliate"
34 34  1111. Click, "Save".
... ... @@ -36,6 +36,7 @@
36 36  1111. Select "Contacts" -> "New Organization" from the CiviCRM menu .
37 37  1111. Enter as much information as you may have about the organization (be sure to add any relationships).
38 38  11111. Email address for the organization (not the individual you know. This will ensure we have some contact with the org.
39 +11111. Under the "Relationships" tab add the organization represented by the individual (use "Add relationship" button).
39 39  11111. Under the "Groups" tab, choose, "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
40 40  11111. Under the "Tags" tab, check, "Perspective Affiliate".
41 41  1111. Click, "Save".

Submit feedback regarding this wiki to webmaster@opensource.org

This wiki is licensed under a Creative Commons 2.0 license
XWiki Enterprise 7.4.2 - Documentation