How do I group contacts under a company, like a hospital or referral source?

Companies let you group several contacts under one organization. For example, you can link the discharge planner, two case managers and the social worker at the same hospital to one company record, so your community liaison sees the whole relationship in one place.

Create a company

1. Go to Contacts and click the Companies tab at the top.
2. Click + New Company.
3. Enter the company name. You can also add phone, email, website, description and address.
4. Save.

Only the name is required, but adding the main phone and address makes the record more useful for your team.

Add a contact to a company

1. Go to Contacts and open the contact.
2. Open the Company section.
3. Search for and select the company.
4. Click Save.

To link many contacts at once, select them in the contact list and assign them to the company in one step.

Edit or delete a company

1. Go to Contacts, then Companies.
2. Click the three-dot menu next to the company.
3. Choose Edit Company to update details, or Delete Company and click Yes to confirm.

Deleting a company clears it from the linked contacts. The contacts themselves are not deleted.

Remove a contact from a company

1. Go to Contacts, then Companies, and open the company.
2. Open its Contacts tab.
3. Click the trash icon next to the contact and click Yes.

This only removes the link. The contact stays in your account.

Link companies automatically

An account admin can go to Settings, then Objects, then Company, and turn on Automatically Create and Associate Companies from Contact Business Names. Contacts with a Business Name are then linked to a matching company, which is created if needed.

Common questions

• Can a contact belong to more than one company? A contact has one primary company. If your account uses additional company links, those show in their own columns.
• How do I see everyone at one company? Open the company and view its Contacts tab.

Have a question about your own account? Submit a ticket and our team will follow up.