Linking Contacts to Companies Overview
When a user wants to add a company name to the contact list users
How to create a Company
STEP-BY-STEP
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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
STEP-BY-STEP
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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
STEP-BY-STEP
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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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6
Fill up the necessary fields
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7
Click Add button
