Contacts -> Search for the Contact's Last Name> Companies Tab on the Left Toolbar
Contacts can be associated with multiple companies, with multiple contact types. To associate a contact with a company, first navigate to a contact record.
1.Click Contacts on the Top Toolbar
2.Type the first few letters of the Last Name of the Contact
3.Click the ID or Name of the Contact.
Associate a Contact with a Company
When on the contact's record, click on the Companies tab.
- Type the first few letters of the company's name and click the Search button.
- Choose the company from the drop down
- Select the contact type from the Select Type drop down
- Click ‘Add’ to associate the contact with this company as the selected contact type
Edit a Contact/Company Association
Type – the value displayed is the current contact type for this company. Note – there may be multiple rows for each company the contact is associated with; one row for each contact type. Additional contact types may be added in Global Settings -> Manage Lists.
Update Type – If a contact type needs to be changed, choose the new value in the drop down for that row, and click Update Type.
Dissociate – Remove the relationship between contact and company by clicking Dissociate at the end of the row that should be removed. If a contact has multiple rows for the company, select the row for the Contact Type that needs to be dissociated.