Query
How do I add, edit or remove representatives for a joint member or company contact?
Solution
| From the Main Toolbar, go to Contacts | ![]() |
| Select Global Contacts |
Search and Select the Joint Member or Company
Select ![]()
Add Representatives
Click ![]()

In the Representatives field, select a contact from your Global Contacts.
Click ![]()
Delete Representatives
Beside the representative, click
and select Delete
