# How to Assign a Contact to an Organization in ATZ CRM

> Link a contact to an organization in ATZ CRM so client relationships, portal access, jobs, and communication stay connected.

Source: https://atzcrm.com/help/client-management/contacts/assign-contact-organization/

Contacts

# How to Assign a Contact to an Organization in ATZ CRM

Link a contact to an organization in ATZ CRM so client relationships, portal access, jobs, and communication stay connected.

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Quick Answer

Open the contact profile, select Edit, find the Organization field, choose the organization, and select Update.

## 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.

## Related guides

[Add a Contact Manually](https://atzcrm.com/help/client-management/contacts/add-contact-manually/) [Add an Organization Manually](https://atzcrm.com/help/client-management/organizations/add-organization-manually/) [Invite Contacts to Client Portal](https://atzcrm.com/help/client-management/client-portal/invite-contacts-client-portal/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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