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How do I link/unlink an account to a contact?

Follow the simple steps below to link/unlink an account to a contact:

1. On the menu bar click on Admin then Manage contacts, or from the Dashboard click on the Manage contacts tile.

Admin_-_Manage_Contacts.png

Dash_-_Manage_Contacts.png

2. Click on the name of the contact you wish to link/unlink account/s from.

Step2.png

3. All accounts will now display:

  • To link a contact to an account, click on the Add contact button next to the account/s you wish to link the contact to

Step3a.png

  • To unlink a contact from an account, click on the Remove contact button next to the account/s you wish to unlink the contact from

Step3b.png

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