Link a person to an organization

Once you've added a person and an organization, Karbon allows (encourages!) you to link them. This way, you'll be able to see the relationships your clients have with their entities, and viceversa.

  1. Go to the person's profile
  2. Click on the Details tab
  3. Select a contact card
  4. Click Edit.
  5. Enter the details and add the organization in the Organization field —start typing and Karbon will search within your database for the entity. If it doesn't exist, you'll be able to create a new entity right there and then.
  6. Click Save.

 

 

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