Associating or disassociating with a user

If the application implementation includes creating a contact for each application user, you can easily associate the user and contact from the Contacts list view.

On this page, you can:

• Associate a user with a contact:
  1. Select Contacts from the Navigation Bar.
  2. Select the contact to be associated with a user.
  3. Select Associate with User under Contact Tasks section in the Task Pane. See Using the Task Pane
  4. Click User Find in the Associate Contact with User window.
  5. Use the Lookup to find the user you require to associate with the contact, and click OK. See Finding records
  6. Click OK.
• Disassociate a user from a contact:
  1. Select Contacts from the Navigation bar.
  2. Select one or more contacts you require to disassociate from any users.
  3. select Disassociate from User under Contact Tasks section in the Task Pane. See Using the Task Pane
  4. Click OK.