How to Automatically Add a Business Address to Individual Contacts

When adding a new contact linked to a business, manually entering the office address every time can be tedious and error-prone. BIGContacts allows you to automatically pull the business address into the individual contact record, ensuring consistency and saving time.

Why This Matters

Eliminates Manual Entry – Automatically adds the business address instead of typing it for every new contact.
Keeps Information Accurate – Ensures all contacts associated with a business have the same up-to-date address.
Saves Time When Adding Multiple Contacts – Useful for organizations with multiple employees where consistency is key.

Use Case: When to Use This Feature

A sales representative is adding multiple employees from the same company into BIGContacts. Instead of manually copying the business address for each contact, they link new contacts to the business record, ensuring that the office address is automatically included.

This keeps records accurate and saves time, especially when managing large client accounts with multiple stakeholders.

To Add a Business Address to Individual Contacts

Step 1: If you want to insert the business address automatically, do not add the individual contact directly from the business record. Instead, create a new individual contact by clicking the "Add Contact" button in the top-right corner of your screen.

Step 2: After creating your new individual contact record, click the "More" button and select "Link Contact."

Step 3: When the "Link Contact to Business" pop-up appears, start typing the name of the business record you want to link to this individual contact.

Note: The pop-up has a checkbox option to insert the business address automatically into the individual contact record. Make sure to check this box before clicking Link Contact.

After linking, the screen will refresh, and the business address will be automatically added to the individual contact record, as shown in the screenshot below.

That's all about inserting a Business Address/Office Address to a new individual contact. If you encounter any issues or have any questions, feel free to contact our support team.