How to enable Other Contacts At This Organization

When you're reviewing a contact's information, you might want to know who else in your contacts list works with this person. You can add the Other Contacts at this Organization list to your contacts related tab to quickly pull up this information.

By default, this list will not appear on your related tab layout. It must be added manually by an Insightly administrator.

Contacts_at_org_3.png

For contacts to appear in this list, the logged in user must have permission to view the contacts.

To add Other Contacts At This Organization to the related tab:

  1. Go to System Settings > Objects and Fields.
  2. Select Contacts and go to Page Layouts.
    Contacts_at_org_2.gif
  3. Select an existing layout or create a new layout.
  4. Click the Related tab. From Available Lists, find Other Contacts at this Organization and drag it into the layout.
    Contacts_at_org_1.gif
  5. Click Save Layout.
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