(Dansk version)

Attaching a person to a company

To attach a person to a company:

1. Double-click the specific company.
2. Navigate to the Persons metafield and click Attach person.
3. The Select person dialog box will appear. Use the Search for box at the top to look up the contacts that are stored in DocuNote address book. When the person is selected, you can define the contact's relation to this company using the Relation drop-down box.
4. Click Attach person.

As a result, the person will be listed under this company now.

<aside> 💡 Tip:

• This way, you can easily update a person's company details if he/she changes his/her job or is employed in more than one company at the same time. </aside>

Attaching a company to another company

To attach a company to another company.