Linking Contacts to Companies:
For all the automatic cross link references
you need to assign the Contact to a Company when creating
a new Contact.
- To assign a Company to a Contact, in the General
tab click on Company Lookup
List, search and select the desired Company and
click OK or create a new Company
by clicking on the New button. To unlink the
Company click on Unlink button.
- To assign an already existing Contact to a company,
from the Companies folder, right click on the
desired Company and select Link Contacts To Selected
Company in the shortcut
menu, to show the Link
Window. Search and select the desired Contacts
and click on ADD button. Click on
OK to close the window. If
you need to 'unlink', select the Contact and click
on Remove button.
|
|
|