Linking Contacts to Accounts - Zoho Desk Knowledgebase

How do I link contacts to accounts?

The Contacts are individuals or customers that you provide support for through the various channels in Zoho Desk. The Account is a company or an organization that the contacts belong to or represent. Therefore, it makes sense to associate multiple contacts with an account to better assist your customers.

To associate a contact to an account, follow the steps mentioned below:
  1. Click the Customers module
  2. Open the contact that you want to associate with an account.
  3. Click the More icon (  ) at the upper-right corner of the screen and click Edit.
  4. On the Edit Contact page, click the Search icon in the Account Name lookup field.
  5. Choose the preferred Account on the Select Account window.
  6. Click Save.

Alternatively you can associate contacts from inside an account.
To do the same follow the steps mentioned below:
  1. Click the Customers module.
  2. Click Accounts on the lower-left corner.
  3. Open an account to view its details.
  4. Click the Contacts tab at the top of the Account Details page.
  5. On the Contacts page, click the Add icon (  ).
  6. Select the contacts you would like to associate.
  7. Click Associate Contact.

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