Staff can be linked to organizations and individuals (external to your organization) through relationships. You can also view relationships by organization with the Relationship Report (by organization) or the Relationship Report (by staff) in Reports>Pre-Award. The Relationships list show the Individual, Primary Phone Number, Primary Email Address, Relationship, Primary, and Status columns by default. There are no additional columns. Each of these columns may be shown or hidden, sorted, or filtered.
See the AmpliFund User Interface Navigation Guide to learn more about sorting and filtering list views.
- Open Contacts>Staff.
- Click a display name.
Note: The organization or individual contact record can be viewed by clicking the organization or individual name.
- Open the Relationships tab>Organizations or >Individuals.