If you want to add a contact tagged to a particular account, you can do so from the account view page.
To perform this action, you need to have the Add Contact permission enabled for your role under Settings → Role Security.
Please follow the steps below to create a contact from the account view page:
- Log in to your Oorwin account and navigate to the Accounts module from the left menu under the General section.
- Click on the account name where you want to create a new contact.
- Go to the Contacts tab in the top header to view all contacts associated with that account.
- Click on the Add Contact button in the top-right corner.
- Fill in all the mandatory information and click the Save button.
- That’s it! Your contact has been created and tagged to the selected account.
