Linking Existing Contacts
Learn how to link existing contacts to records.
1) On a Contact screen, click the Link button.
2) Select the module you want to link to.
3) Click Next.
4) Search for the record.
5) Select the record.
6) Click Link
7) If you want to unlink the record, click the More Options button.
8) The option to unlink will be available only if the contact is not the primary contact for this record.
9) A confirmation pop-up will appear. If you’re sure, click Yes.
10) Click the New button.
11) Click Link Existing Contact.
12) Search for the contact you want to link to the record.
13) Choose the contact you want to link to the record.
14) Click Save.
