How to Create / Change Contact and Organization Relationships
Our contact database supports a many-to-many relationship between Organizations, Contacts, Opportunities, Appointments, Tasks, Project Management Tasks and Cases (database entities).
To Create or Change a relationship (contact to contact, contact to organization, or organization) begin at the Edit-Detail page for one of the entities. For this example we will use a Contact to Organization change.
While in the Contact Detail - Edit View (or Organization), select the Contacts tab. On the left side you will see a drop down box with two choices, Person Relationship and Company Relationship. To "Create a Relationship" with a Contact and another organization:
Select Company Relationship, form the drop down box. Next on the right side, a Window titled: Add Contact will appear. Click the Go button next to the Company Name. The Organization Search window will appear. Enter the name of the additional / new Organization. If the Organization does not exist in the database, then select the Create New button and then proceed to make build the relationship.
Click the Select button to select the additional / new organization. Next, select the relation of the Contact to the additional / new Organization. Then click the Add button to complete the relationship.
To make the Organization the Primary Organization to that contact:
Click the Check Box titled: Primary Company Relationship. This will create a Relationship between the Contact and Organization to link the address, phone and other Organization information, next, click the Update button.
To remove an existing Organization / Contact relationship, click on the Relationship Link in the Contact Type window. For example Company Of, the Contact Relationship window will appear. Click the Check Box titled: Delete this Relationship and click the Update. This will remove the Organization / Contact relationship.
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