Applications Administration Guide > Contacts >

Associating a Contact with an Account

A contact can be associated with one or more accounts, although the contact is designated as the primary on only one account. Use the Accounts view to list accounts associated with a contact.

To associate a contact with an account

  1. Navigate to the Contacts screen > Contacts List > Accounts view.
  2. Query for the contact and create records in the Accounts list.
Applications Administration Guide