Changing an Account on an Existing Contact

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When a Contact needs to be changed to a different Existing Account

1. Locate Contact 
2. Scroll down to Career section
3. Select "X" and delete the existing Account Name
4. In the Name field, begin typing to initiate a search
5. Locate name of existing Account
6. Select Save

When a Contact needs to be changed to a an Account not listed in Fonteva (Create a New Account)

Refer to Create a New Account

1. Locate Contact 
2. Scroll down to Career section
3. Select "X" and delete the existing Account Name
4. Select "New" to create a New Account
5. Add data to Account Fields
6. Continue to follow steps to Create a New Account
7. Select Save

When a Contact does not have an Account (Create a Person Account)

1. Locate Contact 
2. Scroll down to Career section
3. Select "X" and delete the existing Account Name
4. Select "New" to create a New Account
5. Copy/Paste or type the Contact's name in the Account Name field
6. Add the word "Person" at the end
7. Select Save

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