Can I associate a contact with one or more administrative units?

In Aidi, if you use the Administrative Units feature, a user can view the projects developed in his or her administrative unit, as described in the article Default visibility for contacts. This article shows you how to associate a contact with one or more administrative units, so that the contact has an overview of the projects in his or her administrative unit.

Here's how to do it :

Go to the Organisation menu, then click on Suppliers. The company list page opens.

1. Find the company to which the contact you wish to associate belongs, either by entering its name in the search bar, or by browsing the list of companies.

2. On the line of the company you've found, click on the Details button on the right. The company details page opens.

   

3. On the company details page, access the Contacts section.

4. If the contact already exists, enter its name in the search bar to display it.

5. If it doesn't exist, click on the Create contact button.

6. Once the contact is displayed or created, click on the options icon to the right of the contact line.

7. A list of options appears. Click on the Modify link in the options list.

The selected contact's details page opens.

8. In the Contact information section, you'll find two fields for adding administrative units. Click on a field and select an option to add a primary or secondary administrative unit.