Contact

This button and read-only text box to its right is used to link the user record to a contact of type user. For legacy installations, it may be necessary to manually associate user logins with existing user contacts in order to ensure that mail-merges work correctly. For non-legacy installations, the creation of user contacts is done automatically when a new user is added, so this button is rarely used in these scenarios.

The button displays the following pop-up menu if the user is linked to a contact record:

This is used to respectively drill down into the contact, or remove the link to a contact.

If the user is not linked to a contact record, the following pop-up dialogue is displayed:

Choosing No will result in this prompt to create a new contact:

Choosing Yes will prompt for the creation of a new contact at the chosen company.