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 are on the company profile's Contacts tab. It lists everyone linked to this company.
The Contacts Tab
Open the company's profile and click the Contacts tab. Here you can:
- Search the people linked to this company
- Switch between the grid and the list view (the list shows Contact Name and Title)
- Add a new contact with Add New Contact
Each contact shows their name and their job title at this company. Click on any contact to open their full profile and see their complete details, activities, and other company associations.
Current and Former Contacts
Each link between a contact and a company has a Currently working there toggle, on the contact's Associations tab. It decides how the person is counted on the company card in Companies:
- On - counted under Contacts (people who work there now)
- Off - counted under Former Contacts (people who used to work there)
When someone leaves a company, open their profile, click Edit Contact, go to Associations, turn off Currently working there and add an End Date. Their history with the company is kept.
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 Turn on Currently working there if they work there now
- 6 Click Save to link them
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.
Frequently Asked Questions
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.
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.
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