Contact Association Detail View

More than one contact association might exist for a particular contact. Use the Contact Association detail view to see in-depth information about an contact's relationship with another contact. The association view includes the names of the contacts, as well as a brief description and any notes.

To add

  1. On the Contact Detail view, click the Associations tab.
  2. Click the Associate a Contact button.
  3. Use the lookup to find a contact.
  4. Click the ellipsis button below the contact and select an item from the list that best describes the relationship of the first contact.
  5. In the first Description box, enter a brief explanation of the first contact's association.
  6. Click the Find button and find the contact to associate to the first contact.
  7. In the second Description box, enter a brief explanation of the second contact's association.
  8. Click OK.

 

To edit

  1. On the Contact Detail view, click the Associations tab.
  2. Click the Edit link for the association that you wish to view or edit.
  3. Make your changes. To change the relationship type, click the ellipsis button, select an item from the list, and then click OK.
  4. Click Save.
    5.  

Related Topics

Contacts Overview

 

Tell us how we can make the Help better.