Add Contacts to an Organization
To add a single or multiple contacts to an organization, first perform a Search.
From the search results, select which records you want. Your options for choosing contacts are:
From the -more actions- dropdown menu at the top of the list of found contacts, choose Add Contacts to Organization and click Go.
This will bring you to the "Add Members to Organization" screen.
Relationship Type - Select either Employee of or Volunteer for.
Find Target Organization - Enter the name of the organization.
Mark the target contact(s) for this relationship if it appears. Otherwise you may modify the search name entered and click Search again.
If no matches are found you will see the message:
Click Add to Organization to add the contact(s) or Cancel to cancel.