Overview
Individual Management in Portmasters represents specific people who work with or for your organization, such as company representatives, contact persons, or business partners. Individual records include personal identification and contact details that can be linked to company records.
Use this section to learn how to register individuals, manage existing contacts, and understand how individuals connect to companies.
What you’ll find in this section
- Creating a New Individual – How to register personal contacts.
- Managing Existing Individuals – How to review, edit, and delete individual records.
- Individual and Company Connection – How individuals are linked to companies as contact persons.
- Best Practices – Data quality, privacy, and common questions.
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