Linking contacts to a company

On any company detail page, the Contacts tab shows everyone associated with that company.

Two ways to add

Add a new contact — click + Add Contact > New contact mode. Fill in name + email; the form pre-fills the company so the new contact is linked on save without leaving the page.

Attach an existing contact — click + Add Contact > Attach existing mode. Type to search across all your contacts; the typeahead filters in real time. Pick one and Tormano updates that contact's companyId to point to this company.

Why this matters

Attaching contacts to schools, partner agencies, or accounts without leaving the record is a common pain point. The inline create form means you don't have to leave the company page to add someone and then come back to link them.

Removing a contact

Open the contact's detail page and clear the Company field. Contacts can have at most one company at a time. (On the Nonprofit edition you can also use Relationships — parent/manager/colleague — to express more nuanced person-to-person links.)

Bulk operations

If you imported a roster CSV with company names, the importer matches by name and links automatically.