Knowledge Base

There are Household and Organization Accounts in Salesforce.  Households are the primary Account for any Contact, and what should be listed for the Accoun...

Contacts are individuals that Meridian has connections with. All individual detail is stored in the Contact record, including contact information and biog...

Information on entering new Accounts and Contacts can be found in the "Getting Started" folder.  Direct Link to the Knowledge base article: ht...