Stakeholders Subsystem

The Stakeholders Subsystem allows you to associate people or organizations with a record for accountability and communication.

Add a Stakeholder

1. Open a record and go to Subsystem > Stakeholders.
2. Click Create New.
3. Fill in at minimum:
   • Name (required)
   • Title (required)
4. Optional fields:
   • Type
   • Short Name
   • Phone
   • Email
   • Address
   • Other ID
   • Notes
5. Click Add to save.

Stakeholders are listed in a searchable table and can be updated or removed as needed.