One Person in Several Companies

Use the Contact Person (CP) info area to depict persons active at more than one company in the database:

Select Contact Person from the context menu in the Person level to add new contact person records for a person:
  1. Switch to the desired person.
  2. Select Contact Person from the menu.

  3. Click (New).
  4. Click on (Search) in the Company field.
  5. Select the desired company record.
  6. Enter additional information on the person's connection to the company (e.g. Department, Position)
  7. Save. Select Contact

Select Contact Person from the context menu in the Company+Person level to display all contact persons in a company (enable Data > Company-Related Info).