Branch Assigned Contacts

This list shows the contacts assigned to the selected branch. By default, all contacts are assigned to the Headquarters branch, which is the main company office.

To remove an assignment, select the contact record from the list of assigned contacts and then select Remove.

To assign a contact to the branch, select SHOW NOT ASSIGNED from the list. This shows contacts that are not assigned to other branches.

Select the contact record and then select Assign.

Assigning a contact to a specific branch updates the primary address to match the branch address.

Branch Security Access

Branch assignment is not the same as branch security access. If you want the contact to manage employees from a specific branch, set up branch security on the Contact security screen.