Adding New Contact for Existing Account

Use the Insert Contact/Account view to add a new contact to an existing account. The Account field is populated with the existing account's information and cannot be edited.

To add:

  1. From the New menu, select Account/Contact.
  2. Click the link next to Use Existing Account... and find the account associated with the contact you are adding.
    The selected account's information is displayed in the Account Information section.
    Note:  Any account information specified before selecting an existing account is replaced.
  3. Complete the remaining Contact information fields as required by the company policies.
  4. Click Look for Matching Records to search for records with matching information.
  5. Click (Save).
Related topics