You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Contacts > Managing Contacts > Link an Individual to additional Business/Organization
Link an Individual to additional Business/Organization
print icon

 

 


Individuals may be linked to multiple businesses:

 

  1. On the Individual's Overview tab, click the link  icon in the Businesses/Offices section. 

  2. On the Associate with Business  (Office) screen type the name of the business you wish to link this individual to in the Business Name field. Type ahead functionality will locate the business for you. If the business does not currently exist in your database, click the icon to add a new business.
  3. (Optional) Enter a Role and Role Start Date.
  4. Phones and Addresses: Select the business phone numbers and addresses you wish to associate to this individual. The defaults for the organization are automatically selected.
  5. End Role (Optional): If the individual should no longer be associated to one or more businesses, you can select the check-boxes and this will disassociate the individual from those businesses.
    Associate with Business screenshot
  6. Click Done.

Feedback
0 out of 0 found this helpful

scroll to top icon