CRM (Basic): Link contacts to accounts
Each client account you have in the system must have at least one contact linked to it. In addition, a contact with an email address must be linked to a client account in order for the client to have portal access.
Covered here:
- How to link contacts while creating new accounts
- How to link contacts while creating new accounts in the Windows app
- How to link contacts from a client account profile
- How to link additional contacts while importing
- How to link accounts to contacts
How to link contacts while creating new accounts
When you create a new account manually, you are always prompted to either link an existing contact to it or add a new contact.
To link an existing contact, click the appropriate link, then start typing the name of the contact. Add as many contacts as needed, then click Add.
Tip! All accounts with shared contacts are listed in the "Related accounts" section of the account's Info page. (More on related accounts.)
How to link contacts from a client account profile
Link a contact to an account either while creating a new account or anytime afterwards.
- Navigate to the Info tab of the client profile.
- Click on + Add contacts in the top right corner of the Contacts section, then start typing the name of the contact. Add as many contacts as needed.
- Click Link. All contacts along with their emails will now be displayed in the Contacts section of the account’s profile. Once you link an account to a contact, you can invite that client to use their TaxDome portal by turning on the LOGIN toggle to the right of their email address.
To see what accounts are linked to a specific contact, open the contact’s info page.
To unlink a contact from an account, click the x icon to the right of the contact’s name and select Unlink.
Note! Once a contact (whose email address had the login toggle enabled) is unlinked, that person won’t be able to log into the account.
How to link additional contacts while importing
How to link accounts to contacts
Link accounts to contacts either while creating a new contact via +NEW button or anytime afterwards.
When you’re creating a contact or viewing an existing one, click the Link Accounts at the bottom of the page, then select one or more existing accounts. The accounts are then linked to the contact.
