Navigation:  The Office Administration Tab > Address Book > Person Address Book > Associated Companies

The Associated Companies tab of the Person Address Book is where you create a relationship with companies in the Company Address Book. You can connect as many people as you need to a single company, and people can also be associated with multiple companies.

 

Once a person is associated with a company, they may be chosen from a filtered list of contacts as a contact for the company's job in the Job Book.

 

To associate a person with a company:

 

button: Add New

Select from the Drop Down List of Companies and enter any contact details at that company note: the contact details at different companies can be different as well as different to the persons individual contact details on the general tabs. This is so freelancers who work with different companies can have contact details that are contextually aware.

button: Update

 

To Delete an association between a person and a company:

Select the person and go to the Associated Contacts tab.

Highlight the company name.

Press the Delete button or Press CTRL+DELETE on your keyboard.

Confirm the deletion.