Connect people and companies

Maintain organisation profiles and business relationships.

Companies — PLM application screenshot
Companies · Application screenshot
  1. Create the company before linking it from a person record.
  2. Use the company selector and type to narrow its options.
  3. Check the company’s related people after saving the connection.

Example

Create Northstar first, then assign its purchasing contact in Persons. A person working with multiple organisations can keep those connections in one profile.

Check the result: Check the company’s related people after saving the connection.