Associate Contacts with an Account

Associate Contacts with an Account

Accounts are collections of your contacts or the end-users. A contact can belong to only one account. By grouping your contacts into accounts, you can keep track of the support tickets received from those accounts. Contacts can also view the other tickets that were raised from their account in the Help Center. This reduces the number of duplicate tickets, which otherwise would have been raised for the same issue.

You can associate contacts to an account in the following ways:
  • Agents can manually associate contacts to accounts.
  • Map your customer accounts with their related contacts in an XLS or CSV file and import them.
  • Link your help desk with Zoho CRM and schedule an automatic sync for the Accounts and Contacts module. 

To associate contacts with an account:
  1. Click the Customers module.
    Note: CRM Plus users click Contacts.
  2. Click Accounts on the lower-left corner.
  3. Open an account to view its details.
  4. Click the Contacts tab at the top of the Account Details page.
  5. On the Contacts page, click the Add icon (  ) icon.
  6. Select the contacts you would like to associate.
  7. Click Associate Contact.

     
The contacts will be associated with the account. You can search for the contacts using the search box or by clicking the alphabet links displayed on to your right. You can also click the Next icon (  ) to navigate to the next set of contacts.

Now that you have associated the contact, the next time you submit a ticket for it, the account details will be filled automatically.

Disassociating Contacts from an Account
When a contact doesn't belong to an account anymore, you can disassociate it from an account. Here is how you could do it:
  1. Open an account to view its details.
  2. Click the Contacts tab at the top of the Account Details page.
  3. Hover you mouse over a contact and then click Dissociate.
  4. Click Remove.

Note:
  1. You cannot dissociate contacts from their primary account.

    • Related Articles

    • How do I link contacts to accounts?

      The Contacts are individuals or customers that you provide support for through the various channels in Zoho Desk. The Account is a company or an organization that the contacts belong to or represent. Therefore, it makes sense to associate multiple ...

    • Why does the account-contact relationship change when I update the ticket's account name?

      Contact is the primary identifier of a ticket. You cannot create a ticket in Zoho Desk without associating it with a contact. Besides tickets, contacts are also associated with their respective accounts. Keeping the above factors in mind, when you ...

    • Deduplicate your Contacts and Accounts

      Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. The Deduplicate feature helps you to find duplicate records in bulk and merge them as one ...

    • Add, Edit and Delete Accounts

      In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, for which you provide customer support. You can associate an account with contacts (persons) within the company who send in support ...

    • Know your Customers | Contact and Account Information

      Zoho Desk displays an overview for each of your customers to help you better understand their interaction with your help desk. The following are the information displayed on the details page of your contacts and accounts: Customer Activity: Keep a ...