You can connect Organizations and Persons in SAM to track Persons affiliated with Organizations you work with.
To add a new person to SAM from the Organization’s form.
- Click ‘Add Person for this Organization’ on the side bar.
- SAM will open an Add Person form with the Person’s Organization pre-filled.
- Once saved, the new person will show under the Persons in this Organization section, as well as have a new, unique person record.
You only want to use the "Add Person to Organization" link when you are adding a new person to SAM, otherwise, the person may be duplicated. SAM will notify you of a suspect duplicate record in these cases.
Connect an Organization to a Person through the Organization Name link or edit button to search and add a new organization. Once linked the person will show up on the Organization form as a Person in Organization.
The Person must have the "Active Person" field = Yes to show up in the List. You can access each person from this section by clicking on the link, which is their Full Name.