Add Individual Button
The Add Individual creates an affiliation between two accounts based on the ID of the record and the record ID returned by the data source. It also takes constituents to the Company Roster page where a success message displays on a Cookie Message Card Type
Button Information
Add Individual | |
Class | AddBranchAffiliationButton |
Is Primary Action | No |
Label | AddIndividual |
Location | Right |
URL | /companyroster |
Target | _self |
Data Source | CookieAccount Data Source |
Success Label | GotItThanks |
Cards Using This Button
Type | |
---|---|
IndividualSearchResults | Received Record List Card Type |