Manage Former Companies and Contacts

You may find that you need to update a contact's Position status to Former in case their employment status has changed. To do this please follow the steps below. 


1. Select the contact you wish to edit from your People list.


2. Once the contact pulls up, click the Positions tab and then the Edit button.


3. You will then want to edit the month and year for that particular position. The end date is important as this is what will label the position for contact as Former. Click Save Changes after updating the dates/end date.


4. The contact will now have Former attached to the company name listed.


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Merge Companies

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Adding Companies to Your Database

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