Adding a Contact Relationship to an Account

Create a new contact or associate an existing contact to an account.

  1. On the home screen, select Accounts.
  2. Select an account to view the account fact sheet.
  3. Near the bottom of the screen, select Relationships.
  4. Select Menu Add Contact.
  5. Select to choose an existing contact or create a new one.
    Option Description
    Select existing contact
    1. For Windows Mobile Professional, select Select Existing Contact, then click ... to select the contact from the contacts list. For Windows Mobile Standard, the contacts list appears.
    2. Highlight the contact, then click OK.
    Create new contact
    1. For Windows Mobile Professional, select Could Not Find the Contact? Continue With Creating a New Contact, then Next. For Windows Mobile Standard, select Menu > Create Contact.
    2. Enter the work contact details, then select Next.
    3. Enter alternate contact details, then select Save.
Parent topic: Updating Account Details
Related tasks
Creating or Editing a Note for an Account

Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com