Relating an Existing Contact to a Company Record

When you need to link an existing contact record to a Company within your database, there are two different ways you can handle the situation:

• Add the contact to the Employees card on the Company Datasheet OR
• Link the Company record through the Work History card on the Person’s Datasheet

You’ll want to avoid adding the Contact as a brand new employee to avoid duplicate records.

Option #1: Add the Contact to the Employees card on the Company Datasheet

• Navigate to the corresponding Company Datasheet and locate the Employees card
• Click the plus sign icon in the top right corner of the card

• Start typing the contact’s name in the Add an Employee text box and you’ll notice that matching results will begin to populate underneath
• Click on the matching Contact’s name to add them as an Employee

• Click the Save button when complete

Option #2: Link the Company record through the Work History card on the Contact’s Datasheet

• Navigate to the corresponding Person’s Datasheet and locate the Work History card
• Click the pencil icon in the top right corner of the card

• Start typing the Company’s name in the corresponding Company field and you’ll notice that matching results will begin to populate underneath
  • Click here to learn more about adding a brand new Work History section
• Select the appropriate Company name to link the record from your database and click the Save button when complete