How to Assign a Contact to an Organization in ATZ CRM

Assign a Contact

Assigning contacts to organizations keeps your client database structured and makes Client Portal workflows easier to manage.

Steps

1. Go to Contacts.
2. Open the contact profile.

3. Select Edit.

4. Locate the Organization field.

5. Search for and select the organization.
6. Select Update.

Use Cases

• Connect hiring managers to client organizations.
• Prepare contacts for Client Portal invitations.
• Keep jobs, requisitions, and communication tied to the right account.

Troubleshooting

Organization Does Not Appear

Create the organization first or check spelling in the search field.

Contact Portal Access Changes

Changing organization can affect portal access. Review access before changing client-facing contacts.

Duplicate Organizations Exist

Merge or clean duplicate organizations before linking important contacts.

Frequently Asked Questions

Can one contact be assigned to multiple organizations?

Use your account’s supported relationship model. If one primary organization is available, choose the best current organization.

Does assigning organization notify the contact?

No. It updates the CRM relationship.

Can this be updated in bulk?

Use bulk update or import workflows where supported.