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Adding
New Contact for Existing Account
Use the insert Contact/Account view to add a new contact to an existing account. The account boxes will be populated with the existing account's information and cannot be edited.
To add
- Open the Insert Contact/Account dialog box.
- On the New menu, click Account/Contact.
- Click the link next to Use Existing Account and find the account associated with the contact you are adding.
- The selected account's information will display in the Account Information section.
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Any account information entered before selecting an existing account will be replaced.
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- Complete the remaining contact information boxes as required by your company policies.
- Click Look for Matching Records to search for records with matching information.
- Click Save

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Related Topics
Adding
New Contact and Account
Selecting
an Address
Contacts Overview
Accounts Overview