Associate Account To Contact

You can associate the desired account to a contact so that billing for the contact will be considered as per the account. Associating an account to a contact is optional. The first associated account for any contact is ‘Primary Account’, however, you can associate any number of secondary accounts.

Steps:

  1. Open the contact to which you want to associate an account.

  2. In the left pane of the Contact form, expand Accounts.

  3. To add primary account:

    1. Click Primary Account lookup to view the list of all the active accounts.

    2. Select the desired account that you want to associate to the contact and then under Accounts, click Save.

  4. To add secondary account

    1. Click Add Other Account lookup to view the list of all the active accounts.

    2. Select the desired account that you want to associate as other account to the contact, and then under Accounts, click Save Other Account.

To add other account to a contact, you should first associate a primary account to it.