Linking an Existing Contact to a Company in ABOSS
If you have a contact in your ABOSS database that needs to be linked to an already existing company, you can easily do so from the contact's detailed information page. This process ensures that your contact data stays well-organized and connected with the correct companies for future reference and communication.
Table of Contents
Navigating to the Contact's Information Page
Linking the Contact to a Company
1. Navigating to the Contact's Information Page
First, you’ll need to navigate to the contact whose details you want to update:
Go to the Contacts section of your ABOSS account.
Find and select the contact you wish to link to a company.
You will be directed to the detailed information page of that contact.
2. Linking the Contact to a Company
In the Company area of the contact's detailed information page, you’ll notice that it says 'No Company' if the contact is not currently linked to one. Next to this, there is a small chain icon.
To link this contact to an existing company:
Click on the chain icon next to the ‘No Company’ label.
A popup will appear with a list of companies from your Address Book.
Select the correct company you want to link the contact to.
Click the company's name, and the contact will now be linked to that company.
By following these steps, you ensure that your contact is properly linked to the correct company in your ABOSS system. This makes it easier to manage contacts and companies, ensuring everything is accurately connected. If you encounter any issues, feel free to reach out through our Support Chat.