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Author Topic: How to use contact dashboard  (Read 1119 times)

andiD

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How to use contact dashboard
April 06, 2011, 06:02:38 am
Hello!

I am new to CiviCRM and I have no idea how to make contacts appear in the contact dashboard. I've tried adding relationships between contacts and pretty much anything I could think of, but the "Your Contacts/Organizations" area still displays the following message: "There are no related contacts / organizations on record for you.".

Please just tell me what I gotta do to make the contacts show in the contacts dashboard.

Thank you!
Have a nice day!
Andi
Have a nice day!

Donald Lobo

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Re: How to use contact dashboard
April 06, 2011, 10:15:03 am

Make sure that you "check" the checkboxes in the edit relationship screen that say

"Contact A can view/edit information about Contact B"

if so, then in the dashboard for Contact A, Contact B will appear as a related org

lobo
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andiD

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Re: How to use contact dashboard
April 06, 2011, 11:15:05 pm
Thank you so much!!! :D
Have a nice day!
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • How to use contact dashboard

This forum was archived on 2017-11-26.