Link Existing Contacts Together

Modified on 28/07/2015 09:02 AM by Suzanne Coy Categorized as Contacts (People and Organisations)

In Contacts {br}
Contacts Manager{br}
Type in surname and click Search for the parent name {br}
Double click the relevant person{br}
Select tab Contact/Account Type{br}
Under Account type, select third option ''This contact is a parent of''{br}
Click Add Child &#91;F8&#93;{br}
Search for child name, highlight name{br}
click Select{br}
Repeat for each child you want to link to the parent{br}

Meta Keywords: child, Contacts, parent, People
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Link Existing Contacts Together