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Assign a Contact to an Organization

Organizations describe internal departments and divisions or external companies that can be assigned to tickets, CI classes, and contacts.

To assign a contact to an organization:

  1. On the Contact Detail page, select the Organizational Info tab.
  2. Enter the field values as follows:

    Note: You can enter the values directly in the fields or click the search icon to search for the desired field value.

  3. Click Save to save the organizational information to the contact detail record.