Companies and Contacts
Companies and Contacts

Active Community provides several ways to add companies and contacts to your community. They can be:

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Added manually using the Companies and Contacts pages
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Imported using comma-separated value (.csv) files
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Created using:
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The optional Registration module, where the completed registration process creates companies and contacts
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The Active Community API

In addition, public web forms can be used to gather information about companies and contacts that are not yet part of a community. The data can be imported into Active Community as described in “Importing Companies and Contacts Using CSV Files” .

Note: If you have an Active Community community and a Trading Grid Online (TGO) community with a subscription to Intelligent Web Forms (IWF) or Active Invoices, you can make updates to companies and contacts in Active Community and have the changes automatically updated in TGO (see “Synchronizing Active Community with Trading Grid Online (TGO)” ).

Topics include:

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“Company and Contact Overview”
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“Adding Companies and Contacts Manually”
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“Importing Companies and Contacts Using CSV Files”
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“Working with Sub-communities”
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“Creating a Security Role for a Sub-Community”
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“Creating a Sub-community and Assigning Contacts and Roles”
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“Adding Companies to a Sub-community”
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“Removing Companies from a Sub-community”
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“Viewing Contacts Assigned to Sub-community Roles”
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“Editing a Sub-community”
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“Deleting an Inactive Sub-community”
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“Working with Companies and Contacts”
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“Moving Divisions Between Companies”
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“Changing the Name of the Divisions Tab”
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“Deleting Companies or Contacts”
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“Disabling Companies or Contacts”
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“Enabling Companies or Contacts”
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“Registering or Re-registering a Company”
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“Downloading a PDF for Company or Contact Profiles”
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“Sending a Company for TGO Provisioning”
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“Viewing Company and Registration Audit Data”
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“Viewing Contact Audit Data”
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“Subscribing Your Company to AIC”
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“Updating File Upload Custom Fields Using .Zip Files”

21.2 release. Updated April 7, 2021

OpenText Active Community User Guide PDF


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