Assign contact to specific Branch

Last Updated: 03/13/2019

Branches / How do I ... / Assign contact to specific Branch

To assign Company contact to the specific branch:

1. Select the company Branches menu item from the company main menu

2. On the list of branches click on the record of the selected company branch.

3. In the Branch details window select the Contacts tab from the window top menu.

4. Select the SHOW NOT ASSIGNED option from the selection list.

5. Mark the contact record

6. Press Assign button to update the contact branch assigment.

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