See the full picture of who works where
People don't exist in a vacuum. They work for companies, hold positions, and often move between organizations. Linking contacts to companies in Officaid helps you understand these relationships and ensures you always know who to reach when dealing with a business.
Why Link Contacts to Companies?
When you connect contacts to their companies, you gain several benefits:
- See company relationships at a glance - View all contacts associated with a company from the company profile
- Identify key people - Mark primary contacts so you know who to reach first
- Track career history - Record start and end dates as people change roles
- Keep work details separate - Store company-specific email and phone numbers
- Build context - Add remarks about their role and responsibilities at each company
Adding a Company Association
You can link a contact to a company when creating a new contact or by editing an existing one.
- 1 Open the contact's profile and click Edit Contact in the Quick Actions panel, or navigate to the Associations tab when creating a new contact
- 2 Click the Company dropdown and select an existing company, or click + Add New to create a new company on the spot
- 3 Enter their Title (e.g., Marketing Manager, CEO, Sales Director)
- 4 Add optional details like Department, Company Email, and Phone
- 5 Set the Start Date if known
- 6 Toggle Currently working there if they're still employed at this company
- 7 Toggle Primary Contact? if they're your main point of contact
- 8 Add any Remarks about their role or responsibilities
- 9 Click Save to save the association
Association Fields Explained
Each company association can include the following details:
- Company - The organization they work for
- Title - Their job title or position
- Department - The department they belong to
- Company Email - Their work email address (may differ from personal email)
- Country Code / Phone - Their work phone number
- Start Date - When they joined this company
- End Date - When they left (leave blank if still employed)
- Currently working there - Toggle to indicate current employment
- Primary Contact? - Toggle to mark them as the main contact for this company
- Remarks - Notes specific to their role at this company
Linking to Multiple Companies
A single contact can be linked to multiple companies. This is useful for:
- Consultants who work with several clients
- Board members who sit on multiple boards
- Business owners with multiple ventures
- People who have changed jobs but you want to retain their history
To add another company association, click + Add Company at the bottom of the Associations tab and fill in the details for the additional company.
Viewing Company Associations
Once a contact is linked to a company with quotations or invoices, their profile will display a Companies tab. This tab shows:
- Company Name - The linked company
- Title - Their position at that company
Click on a company name to navigate directly to that company's profile.
Frequently Asked Questions
You can create a new company directly from the Associations tab. Click the Company dropdown and select + Add New at the top of the list. This lets you add the company without leaving the contact form.
Yes. Edit the contact, navigate to the Associations tab, and click the delete icon next to the company you want to unlink. This removes the association but doesn't delete either the contact or the company.
The Basic Info tab stores personal contact details like a personal email or mobile number. The Associations tab stores work-specific details like company email and office phone. This separation lets you keep both without confusion.
What's Next?
Continue building richer contact profiles with these guides:
- Adding Family Members - Record personal connections for meaningful touchpoints
- Managing Contact Details - Explore the full contact profile
- Understanding Companies - Learn how companies work in Officaid