Setting primary organization

The Primary Organization will appear by default in a number of places, such as on event badges and reports.

The place to set Primary Organization is on each contact’s Contact Mini Profile:

  • If the organization already has a contact record, you can select the organization name from the drop-down.
  • If the organization does not have a contact record, you may want to create the organization record first, then return to the person’s Contact Mini Profile to add the Primary Organization.
  • If adding a contact record for the organization is not desired, you can simply type the name of the organization into the Primary Organization field.

If you delete or change a person's Primary Organization, they are completely removed from that organization.

Note: To clear out an existing name or filter, delete all of the characters in Primary Organization.