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Linking Contacts to Companies:

For all the automatic cross link references you need to assign the Contact to a Company when creating a new Contact.

  • To assign a Company to a Contact, in the General tab click on Company Lookup List, search and select the desired Company and click OK or create a new Company by clicking on the New button. To unlink the Company click on Unlink button.
  • To assign an already existing Contact to a company, from the Companies folder, right click  on the desired Company and select Link Contacts To Selected Company in the shortcut menu, to show the Link Window.  Search and select the desired Contacts and click on ADD button. Click on OK to close the window.  If you need to 'unlink', select the Contact and click on Remove button.