Linking contact persons to a company

Link your contact persons to the company they work for. You then see all employees at the company, and all communication with the whole company in one archive.

Prefer to watch? The video shows how it works (in Dutch).

Adding a new employee

1. Click the company in the Contact List.
2. Click ☰ and choose Add employee.
3. The company's name and address are already filled in. Enter the employee's name and email address.
4. Choose the correct contact type, for example Customer. Please note: it's set to Company by default.
5. Click Save.

Linking an existing contact

1. Click the contact in the Contact List.
2. Click ☰ and choose Link to Employer.
3. You get a message that the address will be replaced by the company's address. Click Yes.
4. Look up the company under Search contact and select it.
5. Click Edit.

Please note: the contact's address is always replaced. Want to keep their own address? Note it down first.

Viewing all employees and all communication

• Employees: click the company and open the second tab of the contact widget (the icon with two people).
• All communication: open the company's archive and tick Show all communication with this company. You then also see the employees' emails, notes and appointments.

Unlinking an employee

Click the contact, click ☰ and choose to unlink the contact.

Other links

• Add interrelation link: link two contacts to each other without one being the other's employee. For example an accountant and their client.
• Add unlinked contact: add a related person who doesn't need their own archive.

Read also: Contact, company or contact person: what's the difference?