Connect a Business Account With the Contact Person Account

Open "Customer 360 View" application in the main menu.

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Click on the "Customer Account search" in the left menu.

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Search for the company account and open it by clicking the "Display account" icon.

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The company account will appear. Find the "Account Relations" widget on the Customer Profile tab.

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Click on the "Add account relation" icon.

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Choose the right relation type. We have created the relation typy in the previous step.

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Find the desired contact account in the "Search and select the slave account" table.

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Click on the "Add account relation" icon.

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A window with additional information will appear. Click on the "Create relation" button to finish account merging.

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