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 information and cannot be modified.

To add:

  1. Select Account/Contact from the New menu.
  2. Click the Find icon in the Use Existing Account field and find the account associated with the contact you are adding. See Finding records
    Note: 
    • 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 fieldll and Account Information section. See Account fields
    .
  3. Specify the required contact information as per the company policies.
  4. Click Look for Matching Records to search for records with matching information. See Potential matching records
  5. Click Save.