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Contacts, Vendors & Companies Features in Detail
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How to Link a Contact to a Company Record

§         Using Search for Contacts retrieve the Contact record.

§         On the Contact Management page click the  Company Search button which is located to the right of the Company Name field. 

 

§         Perform a search to find the company.

§         Click the Select option to link the company to the contact.

§         You will be returned to the Contact Management page.

§         On the Contact Management page, click   button and confirm save of contact record.

 


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