Associate Contacts with an Account

Associate Contacts with an Account

Accounts are collections of your contacts or the end-users. A contact can belong to only one account. By grouping your contacts into accounts, you can keep a track of the support tickets that were received from those accounts. Contacts can also view the other tickets that were raised from their account in their web portal. This will reduce the number of duplicate tickets, that otherwise would have been raised for the same issue.

You can associate contacts to an account in the following ways:
  • Agents can manually associate contacts to accounts.
  • Map your customer accounts with their related contacts in a XLS or CSV file and import them.
  • Link your help desk with Zoho CRM and schedule an automatic sync for the Accounts and Contacts module. 
To associate contacts with an account:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu. 
  3. In the Contacts Home page, click the Accounts tab in the lower-left corner.
  4. In the Accounts Home page, select an account to view it details. 
  5. In the Account Details page, click the Contacts tab from the top.
  6. In the Contacts List page, click the  icon from within the tab. 
  7. In the Select Contact page, select the contacts you would like to associate. 
  8. Click Associate Contact. 
The contacts will be associated with the account. You can search for the contacts using the search box or by clicking the alphabet links displayed on to your right. You can also click the Next icon to navigate to the next set of contacts. 

Now that you had associated contacts with an account, the next time you submit a ticket for a contact, the account details will be filled automatically. 

Disassociating Contacts from an Account
When a contact doesn't belong to an account anymore, you can disassociate it from an account. Here is how you could do it:
  1. In the Accounts Home page, select an account to view it details. 
  2. In the Account Details page, click the Contacts tab from the top.
  3. In the Contacts List page, hover you mouse over a contact and then click the  icon.