Overview
This feature allows you to easily manage multiple office locations for a company. You can edit existing addresses, add new locations, and assign these addresses to contacts linked with the company. This helps keep contact details up-to-date and relevant to their physical location.
Step 1: Finding Company Adresses
Open the company record for which you want to manage addresses.
Click on the Actions menu.
Select Edit Address Details.
Step 2: Editing Existing Addresses
In the address management screen, locate the address you wish to edit.
Make your changes. Note: When you change an office address here, all contacts associated with this address will also have their contact address automatically updated.
Pro-tip: A warning message will appear to remind you of this update.
Step 3: Adding a New Office Location
In the address section, click to add a new address.
Fill in the details of the new location, such as street, city, and zip code.
Confirm the addition to include this new location within the company’s address list.
Step 4: Assigning Office Addresses to Individual Contacts
Once multiple addresses are added, you can assign specific addresses to individual contacts associated with the company.
Go to the contact’s record, and under their address section, choose from the list of available company addresses.
This feature allows you to accurately reflect each contact’s office location, making communication and data management more precise.
Note: Office addresses are shown in Contact profiles and also in Contact Lists. Both full office location and individual fields such Street Address, City, State etc. are shown in Contact Lists. All the columns can be exported to excel to be used for mail merge if required