|
Add an Existing Contact to an Employer Record
Note: If this is a new employer record, you must save the employer before you can add a contact.
| 1. | Open the employer record and click on the CONTACT tab. |
| 2. | Make sure you select the Current Employees view from the drop-down list. |
| 3. | Place your mouse anywhere in the Contacts grid, right click, and select from the menu. |
| 4. | In the Individual Search screen, enter your search criteria and click the button. |
| 5. | In the Results grid, double-click on the individual you wish to add as a contact. |
| 6. | The Search screen will close. The new contact will be visible at the bottom of the Contact grid. |
More Information
Open an Employer Record
Add a New Contact to an Employer
|