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Oct 24, 2018

Creating Contacts without an Organisation

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Edited: Mar 13

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.

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