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:
Select Account/Contact from the New menu.
Click the Find icon
in the Use Existing Account field and
find the account associated with the contact you are adding. Finding Records. To remove the account association and clear the
account information, click the X
icon. The selected account information is displayed in the Account box and
Account Information section.
The selected account information is displayed in the
Account box and Account Information section. See Account Fields.
Specify the required contact information as per the company
policies.