thankQ Help
If you have several contacts working at the same organisation, create the organisation record and employees can be created, related and use the address of the organisation.
If creating an organisation record, ensure Organisation Type is selected.
1.Locate (or Create) a contact record for an employee of this organisation
| The address fields can be left blank, as we will be setting their default address to be the same as the organisation. |
| If any mailings are to be addressed to the employee personally their own home address can be inserted. If this is the case they can use the organisation’s address for certain mailings and their own for other mailings. |
2.On the employees contact record, click on the Relationship Tab
3.Click on the 
on the Sublist view
4.Locate and Select the relevant organisation contact. Click OK
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5.Check that the relationship is being made between the correct contacts, click Yes to confirm
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6.In the Select Relationship dialog box, select an appropriate relationship from the drop list. This will normally be Employee for most contacts.
| For senior employees, options such as CEO or Managing Director are available. |
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7.Click Yes to set this persons default address to be the same as the organisation if mail is to be directed to the organisation’s address. Click No if you do not want to use the organisation’s address as the default.
| In the circumstance that this person will be the main contact it would not be necessary to use the default address of the organisation. |
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