Related Parties

Manage the contacts tagged to your account.

By default, all the Contact tagged to the selected Account will be listed here.

To create a new Contact in the system and link to the account:

1. Click on the ‘Create Contact’ button. The user will be redirected to the ‘Create Contact’ screen.
2. The user can fill in the required details and click on Save.
3. The Contact will be created, and the user will be redirected to the View Contact screen.
4. The newly created Contact will also be linked to the account from which it was created. This Contact will be listed in the Related Parties tab of the account.

To link an existing Contact to the account:

1. Click on the ‘Add from Existing’ button.
2. A popup will be displayed with a list of all the Contacts in the system.
3. Search for the required Contact using the search boxes and click on the record once found.
4. The popup will be closed, and the selected contact will be listed in the ‘Related Parties’ tab.
5. The checkbox ‘Primary’ will be checked for the Primary Contact of the account.
6. The association of an existing contact and account can be removed by clicking on the Remove button against the specific contact.

To dissociate a Contact from an account:

1. Click on the Remove button against the Contact to dissociate the Contact from the account.
2. The system will check whether there are open Opportunities/Activities/SRs for this Contact against this account and display a warning if open records are found.
3. Once the user manually closes the Open records and tries to remove the contact, the contact will be removed successfully.
4. If the contact being removed is currently the Primary Contact of the account, the system will automatically mark the next oldest contact assigned to the account as the Primary Contact.
5. If only the Primary Contact remains attached to an account, the system will display an error message when you try to remove the contact.