The Contacts tab tracks all customer contact records that are linked to the Address record. Users can also add new contacts and associate existing contacts with the Address record.
A sample of the Contacts grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.
Double-click on an existing record to open it.
Right-click in the grid to add a record.
Right-click on an existing record for options to View Record, Edit Record, Add New Contact, Associate Existing Contact, or Disassociate Contact.
Add New Contact - Creates a new contact in the Contact module and links it to the address.
Associate Existing Contact - Links the address to a Contact record that already exists.
Disassociate Contact - Removes the address's link to a contact without deleting the contact.
Note: The same contact may be associated with multiple Address records.
How To Associate an Existing Contact