How to Change a Contact's Company in the Contact Record
This guide provides a step-by-step process on how to update the company affiliation of an existing contact in your database, including the scenario where the new company may not yet be listed in your system.
How to Change a Contact's Company in the Contact Record
This guide provides a step-by-step process on how to update the company affiliation of an existing contact in your database, including the scenario where the new company may not yet be listed in your system.
Objective
To accurately update a contact's company information within their contact record, ensuring all client data reflects current affiliations and details.
Steps to Change a Contact's Company
- Access the Contact Record:
- Navigate to the contact record of the individual you wish to update. In this example, we'll be updating the company for Mike Boone, currently listed with an incorrect company.
- Verify the Current Company Information:
- Within the contact's details, locate the section that displays the company affiliation. This will typically be labeled clearly with the company's name or similar identifier.
- Confirm that the company listed needs to be changed or updated.
- Check the Company List for Availability:
- Before changing the contact's company information, verify if the correct company is already listed in your system.
- Click on "Edit" near the company information, then browse or search the existing company list. If the correct company is not listed, proceed to add the new company.
- Add a New Company (if necessary):
- Navigate to the "Clients" section where you can add a new client.
- Click on "Add New" or the equivalent option.
- Fill in the details of the new company, such as its name (e.g., "Testing Company"), website (e.g., "test.com"), and any other relevant information like the company logo.
- Submit these details to create a new company record in your system.
- Update the Contact's Company:
- Return to the contact record of the individual whose company needs updating.
- Click on "Edit" again, and now within the company field, you should see the newly added company as an option.
- Select the correct company from the dropdown or list now available.
- Confirm the change by submitting or saving the updated contact information.
Conclusion
By following these steps, you have successfully updated a contact's company information in your database. This ensures that your records are accurate and up-to-date, reflecting the current professional affiliations of your contacts. Remember, maintaining accurate contact information is crucial for effective communication and relationship management with your clients.