Applying an Obligation Template to an Individual Contact

After you have set up an Obligation Template, you can apply it to an Individual Company.

Click on the Contacts icon in the toolbar.

Find the individual you would like to apply it to and click on their name.

Click on Member Activity. If one is not already set up, you will need to set one up before you can apply the obligation.

Click Add Obligation.

Using the drop down menu that says Obligation Template, select the obligation template you want to apply.

Next click Use Template. You will see the fields auto populate with that template’s details.

Click Save.

Would you like to apply an obligation to multiple contacts at once? Click here for instructions.

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