You are working at the front desk and receive an email that the contact person for a specific corporate account has moved to a different company. You need to link the contact to the new company profile.
To link a company contact to a new company profile
- From the home page, click Relation in the top bar, select Company and then Company contacts. The seek page displays.
-
Modify the fields as appropriate.
Contact seek details last name
Enter the last name of the contact.
Contact number
Enter the contact profile number.
Parent relation
Enter the parent company.
Zipcode
Enter the postal code of the contact.
Street 1
Enter the address of the contact.
City
Enter the city of the contact.
Country
Enter the country of the company contact.
Phone
Enter the phone number of the contact.
Email
Enter the email of the contact.
Date of birth
Enter the date of birth of the company contact.
-
Click Confirm (
). The Browse contacts page displays. - Do one of the following to display the company contact profile.
Select the appropriate contact and click Confirm (
).Double-click the appropriate contact.
-
Click the Company (
) icon to search for a new company to link to the contact profile. - Do one of the following to link the company to the new contact:
Select the appropriate company and click Confirm (
).Double-click the appropriate company.