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:
- Click the Customers module
- Open the contact that you want to associate with an account.
Click the More icon (
) at the upper-right corner of the screen and click Edit.
- On the Edit Contact page, click the Search icon in the Account Name lookup field.
- Choose the preferred Account on the Select Account window.
- Click Save.
Alternatively you can associate contacts from inside an account.
To do the same follow the steps mentioned below:
- Click the Customer module.
- Click Accounts on the lower-left corner.
- Open an account to view its details.
- Click the Contacts tab at the top of the Account Details page.
- On the Contacts page, click the Add icon (
) icon.
- Select the contacts you would like to associate.
- Click Associate Contact.