Adding contact-to-account relationship

Contact-to-account relationship is not included on the default Contact dialog design. Contact-to-account relationship is added by the systems administrator.

After adding the relationship, users can add and update contact relationship.

  1. Click Add.
  2. In Create New Contact-Account relationship window, provide the required values.
  3. Click Search.
  4. In the Search Account window, search for the account to be related.
  5. Select value from the search results and click Select.
  6. Click Create. All the specified values are added on the list.

    You can view the account details by clicking the Account name hyperlink from the list. To view or update the contact-to-account relationship, click the drill down button.