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Creating Contacts Without an Organisation

Updated: Feb 18, 2022

In ChilliDB each contact that is added must be associated with at least one organisation. As a result, it is not possible to have contacts without a value in the 'Organisations' field. However, ChilliDB allows users to choose an organisation that will be used as a default when an organisation is not specified during contact creation. This means users can create an organisation called 'INDIVIDUAL' or something similar and then link any contacts who do not belong to an organisation to this 'dummy' organisation.

This is done by navigating to the system configuration settings screen via the System main menu item - System Management - Manage System Configuration and configuring the 'Contact Individuals Organisation' setting.

Once users click on 'Manage System Configuration', they can search for Contact Individuals Organisation in the search bar at the top of the screen by entering the name and filtering results for "Items which can be changed".

Then click on the Contact Individuals Organisation link to configure this setting. In the pop-up window that appears, click on 'Find' to locate the 'INDIVIDUAL' value for the contact's organisation - note, you must have already created an organisation called 'INDIVIDUAL' before taking this step - and then click on 'Update'.

If a users wishes to connect a contact to an organisation that is not 'INDIVIDUAL', they can simply click on 'Find' next to the 'Organisation' field when creating a new contact and choose they organisation to be linked from there.

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