View available video to create a Person Account

Locate Contact

Scroll down to Career section

Select "X" and delete the existing Account Name

Select the Account Name field and at the bottom, select "New"

Either

Begin search for an existing Account and select
- If different versions of the name exist, be sure the correct Account is selected, e.g., HOK vs. HOK Washington
Create a New Account
If the Contact does not have an Account, create a Person Account

Creating a Person Account

Select Save

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