Adding New Contact for Existing Account

Use the insert Contact/Account view to add a new contact to an existing account. The account boxes will be populated with the existing account's information and cannot be edited.

To add

1. Open the Insert Contact/Account dialog box.
• On the New menu, click Account/Contact.
2. Click the link next to Use Existing Account and find the account associated with the contact you are adding.
3. The selected account's information will display in the Account Information section.

Any account information entered before selecting an existing account will be replaced.

 

4. Complete the remaining contact information boxes as required by your company policies.
5. Click Look for Matching Records to search for records with matching information.
6. Click Save.

Related Topics

Adding New Contact and Account

Selecting an Address

Contacts Overview

Accounts Overview