Linking Contacts to Companies Overview
When a user wants to add a company name to the contact list users
How to create a Company
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1
Go to Admin Dashboard → Contacts → Companies
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2
Fill up the necessary fields
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3
Click the Create button
How to Add a Company to a Contact
Adding a Company to a Contact using Contact listing
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1
Go to Admin Dashboard → Contacts → Contact Listing
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2
On any row, click the Edit icon to the left of the contact
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3
In the Company field, enter the Company you wish to add to the contact
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4
Scroll down to the bottom of the page and click the Save button
Adding Company to a Contact using the Contact Detail page
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1
Go to Admin Dashboard → Contacts → Contact Listing
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2
On any row, click the icon "View details"
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3
Details of contact will be shown, scroll down
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4
Select the tag "Company"
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5
Click "Add new Company" and a popup will be shown
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Fill up the necessary fields
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7
Click Add button
Adding Contact to a Company using Company Detail Page
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1
Go to Admin Dashboard → Contacts → Companies
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2
On any row, click the icon "View details"
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3
Details of contact will be shown, scroll down
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4
Select the tag "Contacts"
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5
Click "Add New Contact" and a popup will be shown
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6
Fill up the necessary fields
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7
Click Add button
How to Edit a Company Contact
Editing a Company Contact on the Contact Detail page
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1
Go to Admin Dashboard → Contacts → Contact Listing
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2
On any row, click the icon "View details"
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3
Details of contact will be shown, scroll down
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4
Select the tag "Contacts"
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5
Click "Edit"
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6
Change information as needed
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7
Click "Save"
Editing a Company Contact on the Company Detail page
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1
Go to Admin Dashboard → Contacts → Companies
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2
On any row, click icon "View details"
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3
Choose the contact you wanna edit
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4
Click Edit
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5
Change the value that you wish to update
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6
Click "Save"
How to remove a Company Contact
Removing a Company Contact on the Contact Detail page
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1
On the Contact detail page, you scroll down
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2
Select the tag "Company"
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3
Click the icon "Remove company of contact"
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4
Click "Ok" to remove
Removing a Company Contact on the Company Detail page
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1
On company details page, you scroll down
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2
Select the tag "Contact"
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3
Click the icon "Remove Contact"
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4
Click "OK" to remove
