Add Existing Contacts to an Organization

You can add new or existing contacts to an organization. This procedure is for adding existing contacts.

The existing contacts may or may not already be associated with an organization. All incidents for which the contact was the primary contact are now associated with the organization you add the contact to. Opportunities for which the contact is the primary contact do not change their organization association when you add the contact to the organization. For more information about contacts, see Overview of Contacts.

1. Right-click the organization you want to add contacts to and select Open.
   On the standard organization workspace, the organization opens with the Contacts tab as the active tab.
2. Click Add Existing.
   The Contact Search window opens.
3. Enter an entry in any of the available fields: Contact Last Name, Contact First Name, Phone, Email, Postal Code, or Organization.
   You can use an asterisk (*) as a wildcard in your search term.
4. Select one or more check boxes in the State drop-down list.
5. Click Search.
   The contacts that match the search criteria are returned on the Contact Search window.

   Note: When only one contact matches the search criteria, the Contact Search window closes and that contact appears on the Contacts tab.
6. Select the contact you want to associate with the organization and click Select.
   The window closes and the contact appears on the organization’s Contacts tab.
7. Click Save.