Account associations related section in contact details page

The Account Associations related section displays a list of accounts that are linked to a contact but are not the primary account.

You can access this section from the Contact details page.

Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Associate: Use this option to associate an account. See Associating an Account with a Contact.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the accounts linked to the contact.

For each record, you can:

  • Click the name of the Account or Edit to view or modify the account details.
  • Click Delete to delete the associated contact account.
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