Associated Items

by Sarah Anderson

There's a lot of things that someone in your Engagifii workspace could be associated with. How could you possibly keep track of it all? No need now! We've created a section in the person profile that lets you see all of these items in one place. No need to go digging through the tracked bills or staff analyses.

  1. Click Relationships on the left.
  2. Click People.
  3. Click All People, or Members, Non-Members, or Staff.
  4. Find the person you want to view associated items for by navigating and/or searching.
  5. Click on the person.
  6. Under General Details click Associated Items.