How to link a person to a different organisationIf a person is linked to the wrong organisation, then you can use the following steps to (1) delete the link then (2) create the correct link. Delete the current link- Load the organisation the person is currently linked to.
- Click once on the person you want to alter.
- You may wish to note their position (as you are about to delete the link).
- Choose DELETE LINK (at the base of the screen).
Link an existing person to an organisation- Load the correct organisation.
- Choose LINK TO AN EXISTING PERSON.
- In the LINK box type in the surname and choose the person from the list.
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