Associating a Contact with a Company

Use the following procedure to associate a contact with a company.

To associate a contact with a company

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, drill down on the desired contact.

3. Click the More Info view tab.

4. In the Account Name field, select a record from the list of available companies.

   The application automatically associates the company with the contact and populates the address with the default company address information.

5. To change the address, click the select button in the Address Line field, and select an address.

6. To specify an address as the contact’s primary address, click the Primary field.

   Note: The primary address in the Contact Addresses dialog box appears in the address fields on the More Info form.

7. In the Time Zone field, select the contact’s time zone.