Add Contacts to Addresses
Contacts can be added to any address recorded for a company.
Note
It is advisable to enter a contact for a presenter address, as it often appears at the end of generated forms.
A contact attached to a shared address is associated with that address throughout the application.
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Open the relevant company record and go to Company Details > Addresses.
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Select Options
for the address you want to add the contact to and select New Contact from the list of options that display. -
In the Contact Wizard that displays, enter at least a name and an email address for the contact and select Next.
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(Optional) On the Notes page of the wizard, enter any notes you see fit for this contact.
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Select Finish to complete the wizard.
The number of contacts displays next to the address on the Addresses page.
