How to link a Company from the Company Selection screen to a Contact

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A Company contact in the contact screen is the same as a Company in the Company Selection screen.

How do I link a contact from the contact screen to a company?



From the Main Toolbar, go to Contacts.

  1. Locate the Contact from the list and click the Contact Name to edit the contact.
  2. Click Screen_Shot_2019-04-30_at_2.57.12_pm.png and select Linked Company
  3. In the Link Company field type to select a company from the Company Selection screen. 
  4. Click Screen_Shot_2019-04-30_at_2.59.04_pm.png
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