Note
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Assign people to a company as employees
Note
For the following description, we assume that both the contact card for the person and the contact card for the company have already been created.
Proceed as follows to assign a person to a company:
- Click on Contacts in the navigation bar.
- Select the Contacts option from the menu.
- The Contacts list is displayed.
- Open the contact card for the person you want to assign to a company.
- Click on the pencil icon at the top of the contact tab to activate edit mode. If the pencil symbol is circled, editing mode is activated.
- In the Company no. field, open the drop-down list and select the company for which the person works from the list.
- The message Saved is displayed at the top right of the contact card. Your changes have been adopted.
- Close the contact card.
- Refresh the page (F5).
You have added the person to a company as an employee. The contact card for the person is now displayed in the Contacts list below the parent company.
