Managing Company Contacts

Link people to companies in Officaid and manage your business relationships from one place.

Know exactly who you're working with at every company

Behind every company are the people who make decisions, sign contracts, and keep the relationship moving. Managing company contacts in Officaid ensures you always know who to reach out to and how they fit into the organization.

Where to Find Company Contacts

Company contacts appear in two places on the company profile:

Overview tab - A summary table at the bottom showing contact names and titles
Contacts tab - The complete list of all people linked to this company

Viewing Contacts on the Overview Tab

The Contacts section on the Overview tab displays a quick reference table with:

Contact Name - The person's name (click to open their profile)
Title - Their job title at this company

This gives you an at-a-glance view of key people without navigating away from the main profile.

The Contacts Tab

For a complete view of everyone linked to this company, click the Contacts tab. Here you'll find:

All contacts associated with this company
Their job titles and departments
Contact details like email and phone
Whether they're marked as the primary contact

Click on any contact to open their full profile and see their complete details, activities, and other company associations.

Adding a Contact to a Company

You can add contacts to a company in two ways:

From the company profile:

1 Open the company's profile
2 Click Add Contact in the Quick Actions panel
3 Fill in the contact's details
4 The company association is automatically set up for you
5 Click Save to create the contact

From an existing contact:

1 Open the contact's profile and click Edit Contact
2 Go to the Associations tab
3 Select the company from the dropdown or click + Add New to create it
4 Add their title, department, and other work details
5 Click Save to link them

Use Add Contact from the company profile when you're focused on building out a company's team. Use the Associations tab when you're updating an existing contact's work history.

Primary Contacts

You can mark a contact as the Primary Contact for a company. This indicates they're your main point of contact at that organization.

To set a primary contact:

1 Open the contact's profile and click Edit Contact
2 Go to the Associations tab
3 Toggle on Primary Contact? for the relevant company
4 Click Save

Primary contacts help your team know who to reach out to first when dealing with a company.

Removing a Contact from a Company

To unlink a contact from a company without deleting either record:

1 Open the contact's profile and click Edit Contact
2 Go to the Associations tab
3 Click the delete icon next to the company you want to unlink
4 Click Save to confirm

This removes the association but keeps both the contact and the company in your database.

Contacts can be linked to multiple companies. Removing them from one company doesn't affect their other associations.

Frequently Asked Questions

Can a company have multiple primary contacts?

Yes. You can mark multiple people as primary contacts if you have several key points of contact at the same company. This is useful for larger organizations where different people handle different aspects of the relationship.

What happens to contacts if I delete a company?

If a company has important records linked to it, such as invoices or deals, Officaid will prevent deletion. If the company can be deleted, the linked contacts remain in your database but lose their association to that company.

Can I see which contacts are linked to a company before adding a new one?

Yes. Check the Contacts tab on the company profile to see everyone currently linked. This helps you avoid creating duplicates.

What's Next?

Continue exploring how to work with your companies:

Viewing Company Activities - See all interactions with this company
Viewing Company Deals - Track sales opportunities
Linking Contacts to Companies - Learn more about contact associations

companies contacts network how-to