Associate a Contact with an Organization

When you know that a contact you are adding belongs to an organization that is already in the knowledge base, you should associate the contact with the organization.

If the organization is not yet in the knowledge base, you can enter organization information for the contact to create an association between the two types of records. You can associate a contact with an organization at any time. For example, you can associate a contact with an organization when you add the contact. Or you can edit the contact later to add the organization association. The procedure for associating a contact with an organization is the same whether or not the contact is currently associated with another organization.

Note: If you change a contact’s organization association, you also change the organization association for all incidents for which the contact is the primary contact. However, the organization association for the contact’s opportunities do not change when you change the contact’s organization association.

1. Do one of the following:
   • Right-click a contact on the content pane and select Open > Contact. The contact record opens. If the contact is associated with an organization, the organization name appears in the record.
   • If your navigation set is configured to add contacts from the file menu, click File and select Contact. See Configure the File Menu.
2. Click Search to the right of the Organization field.
   You can also click the link in the Organization field, then select an organization from the list of recently viewed organizations. See How You Search from Open Records.
3. To search by organization name, enter the first few characters in the Organization Name field.
   An implied wildcard is used so all organizations that begin with the letters you enter are returned.
4. To search by State, select any or all of the Select All, Service State, Outreach State, or Opportunities State check boxes in the drop-down list.
5. Click Search.
   The list of organizations that match the search criteria appears.
6. Do one of the following:
   • Select the organization you want to associate the contact with and click Select or press Enter. The Organization Search window closes and the organization appears in the contact record.
   • If the organization does not appear in the list, click New Organization to open a new organization on a subtab and complete the fields. (The search term you entered in the Organization Name field on the search window appears in the Organization Name field on the new organization subtab.) See Add an Organization.
7. Click Save.