Add New Individual Contact to a Business

To add an individual contact to a business record you will first search for and select business contact record. Once you have selected and are viewing the business contact record you will want to click on the " Actions" and in this list, you will see an option to "Add Ind. Contact".

After you select this option the standard contact form will open… Allowing you to enter your individual contact. After you save the contact you will now see that it is linked to the business record.

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