Adding a Contact to an Account

See Also

Permissions Required

Edit Contacts - To Edit Contacts.

A Contact can belong to an Account. An Account represents an organization, or a group of Contacts with whom you are interacting. You can associate a Contact with one or more Accounts. After associating a Contact with an Account, you can select another Contact from the same Account and set the Contact as the person to whom the current Contact will report.

To Add a Contact to an Account

1.  Using the Left pane, locate and select the required Contact.

- OR -

Open the required Contact.

2.  Click the Account tab.

3.  From the Contact menu, select Add To, Account.

- OR -

Click .

The Add Account dialog box is displayed.

4.  Specify the search conditions in the Search for area, and click Search.

- OR -

Click Search without specifying search conditions, to view all Accounts.

- OR -

Click Advanced to define advanced search conditions.

The Accounts that match the specified search conditions are listed in the Results area.

5.  Select the required Accounts, and click Add.

The Contact is added to the selected Accounts. The Accounts and can be viewed in the Accounts tab of the Contact window.

6.  In the Reports to column, select a Contact to whom the current Contact reports.

The names of Contacts in the Reports to list of the Account tab in the Contact window, are listed  in alphabetical order.

Note  If the Talisma Business Administrator User has created a One to Many or Many to Many Relationship between the Contact Object and another Object, you can also add items of the related Object to the Contact.