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Assign Contact to a Specific Branch
Last Updated: 07/04/2026
Assign Contact to a Specific Branch
To assign a company contact to a specific branch:
- Select Branches from the company main menu.
- Click the branch you want to update.
- In the Branch details window, select the Contacts tab.
- Select SHOW NOT ASSIGNED from the list.
- Select the contact record.
- Click Assign to update the contact branch assignment.
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