Contact Associations related section

The Contact Associations related section displays the associated contacts.

You can access this section from the details page of these entities:

  • Bill To
  • Ship To
  • Pay From

To add or modify the data, you must access the integrated application.

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

The toolbar 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 a contact. See Associating a Contact with an Account.
  • Toggle View: Use this option to switch between the Card and the List format.
  • View Full List: Use this option to view or modify the data related to the Contact linked to the Account. See Working with Contacts.

For each record, you can:

  • View if the Contact is a Primary for the primary Account.
  • View the Twitter, Facebook, and LinkedIn profiles of the contact.
  • Click the name of the Contact or Edit to view or modify the Contact details See Working with Contacts.
  • Click Remove to disassociate the Contact from the Account.