How do I add, edit or remove representatives for a joint member or company contact?

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

How to add Representative

1. On the Representatives tab, click Add Representative +.
   
2. In the Add Representatives field, select a contact from your Global Contacts.
   
3. Click Save.

How to Delete Representatives

Beside the representative, click (...) and select Delete.