- On the Organization record, go to the Relationships tab.
- If the individual doesn't have a relationship with the organization, click Add Individual. Search for and select the individual, then on the contact information tab, mark the checkbox "[constituent's name] is a contact."
- Click on the green downward arrows next to the individual.
- Click Edit.
- Go to the Contact Information Tab.
- Mark the checkbox "[constituent's name] is a contact."
- Click Save.
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