Linking a contact to the organization they work for keeps your records tidy and makes the contact easy to find from the organization’s profile. This guide covers connecting a contact to an organization and removing that connection.
Connect a contact to an organization #
- Open the organization from the Organizations tab.
- Under Contacts, click Add Contact.
- Select the existing contact you want to link.
- Click Save.
The contact now appears under the organization’s Contacts. You can also make this link from the contact’s own profile by clicking Add to Organisation.
Remove a connection #
- Open the organization’s profile.
- Next to the contact, click the Remove connection icon (a circle with a horizontal line through it).
- When prompted, confirm by clicking Remove Connection.
The contact is detached from the organization but stays in your Address Book as an independent entry.
Note: Removing a connection does not delete the contact. To delete the contact entirely, see Managing Contacts.
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