Add a contact to a company
There are two routes, depending on whether the person already exists in your CRM.
The person is new — add them from the company
This is the usual case, and the quickest, because the link is made for you.
- 1Open the customer from Kunder in the sidebar.
- 2Go to the Kontakter tab on the customer's page.
- 3Click Legg til kontakt.
- 4Fill in the person's details. The company is already filled in for you, so you only need the name and whatever contact details you have.
- 5Press Opprett kontakt.
The contact is created and linked to that company in one step, and appears on the Kontakter tab straight away.
The person already exists — link them from the contact
Use this when the contact is already in the CRM, or when they need to be attached to a second company as well as their first.
- 1Open the person from Kontakter in the sidebar.
- 2Find the Organisasjoner card on their page.
- 3Click Legg til organisasjon.
- 4Start typing the company name in Søk i organisasjoner... and pick it from the list.
The link is saved as soon as you pick the company — there is no separate save step. If the company is not in your CRM yet, the bottom of that same picker offers Opprett manuelt so you can create it without losing your place.
Choosing which company is the main one
A contact can hold several company links at once. The one marked primary is the company shown beside the person's name in lists, search results and pickers.
On the Organisasjoner card, open the menu on the company you want and choose Sett som primær.
Taking a contact off a company
Two different actions, and the difference matters:
- Deactivate the link when the person has left that company. The link stays on record, so the history of who worked where is preserved, but they drop out of the company's active contact list.
- ⟦Fjern fra organisasjon⟧ deletes the link entirely. Use it only when the link was made by mistake.
Neither one deletes the contact. The person stays in your CRM with their other company links intact.
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