Applications Administration Guide > References >

Associating a Contact with a Reference

You can designate a specific contact within a referenceable account. This contact can provide you with reference information or the individual can be the point-of-contact for activities associated with the account.

To associate a contact with a reference

  1. Navigate to the References screen > Reference List view.
  2. Drill down on a reference record.
  3. Click the Contacts view tab.
  4. In the Contacts list, perform one of the following steps.
    1. Click Add to open the Add Contacts dialog box, and then select the contact from the list.
    2. Click New to add a new row to the Contacts list, and then complete the necessary fields for the contact.
Applications Administration Guide