ChilliDB
  • Product

  • Solutions

  • Pricing

  • Support

  • Blog

  • More

    Contact Us
    1. Articles
    2. Contacts & Organisations
    3. Creating Contacts without an Organisation
    Search
    sbest
    Oct 24, 2018
      ·  Edited: Mar 13, 2019

    Creating Contacts without an Organisation

    If most of your clients are individuals, it is possible to speed up the contact creation process by making the 'Organisation(s):' field non-mandatory.



    This is done by going to the system configuration settings screen (System > System Management > Manage) and configuring the 'Contact Individuals Organisation' setting.


    Each contact must be associated with at least one organisation, so it is not possible to have contacts without a value in their organisations field. However, this setting allows you to choose the organisation that will be used when an organisation is not specified during contact creation.


    For example you could create an organisation called 'Individuals' and use that as the setting's value so all contacts created without specifying an organisation will use it as placeholder value. If you want specify a different organisation during contact creation, you can still click the 'find' button next to the organisation field and select one as normal.

    Was this article helpful?

    0

    Contact Us

    ​

    Polymorphic Solutions

    ​

    Level 13, 97 Creek Street
    Brisbane, QLD, 4000

    Australia


    info@chillidb.com

    Tel: 1300 65 72 43

    ​

    ​

    About

    ​

    Blog

    Partners

    Pricing

    Terms of Use

    Privacy

    Security

    ​

    ​

    Product

    ​

    Health Services

    Community Services

    Associations

    Features

    ChilliDB Demonstration

    Demonstration Videos

    ​

    Solutions

    ​

    Contract Management

    Client Administration

    Case Management

    Home And Community Care

    Access to Allied Psych. Services

    Rural Primary Health Services

    Partners In Recovery

    Website Integration

    Outlook Plug-In

    SMS Messaging

    Support

    ​

    Help Desk

    Help Centre

    Webinar Schedule

    Training Request Form

    Training Videos

    FAQ

    System Status

    ​

    ChilliDB is a Registered Trademark of Polymorphic Solutions © 2020