How do I associate Entities with Contacts?

  2. Contacts
  3. How do I associate Entities with Contacts?

Contacts are used to connect to entities and relationships and represent various individuals or institutions.  Contacts can be an attorney, internal or external director or a company with any types

Method 1: Entity to Contact
  1. Click the Contact menu option on the left. 
  2. Click the Entities tab on the top right navigation tab .
  3. Click to connect an existing Entity to the Contact.
Method 2: Contact to Entity
  1. Click the Entities menu option on the left. 
  2. Click the Contacts tab on the top right navigation tab .
  3. Click  to connect an existing Contact to the Entity.
Contacts Entities
February 5, 2021