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Link a person to an organization
Link a person to an organization
Note the relationship between people contacts and organizations, using contact cards.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

People and Organizations are separate contact types in Intuit Practice Management powered by Karbon. If an individual is associated with an organization, they can be linked together. This helps your team keep track of the relationships your clients have with their entities, and vice versa.

Adding a person to an organization when you're creating them

When you create a new contact, you will be presented with a modal to input their most important details. 

At the bottom of this modal you have the option to link that individual to an existing organization contact, or create a new one.

If you are creating a new organization contact rather than a new person, you will also have the option to add a primary contact for that organization—linking them to each other in the process.

Adding an existing person to an organization

Open the Person's contact card, and click Edit.

You can then enter the contact's details and add the appropriate organization in the organization field. If you start typing, Intuit Practice Management will search within your database will appear and suggest an entity. If you haven't already created the organization contact, you will be able to create a new one right there.

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