Insert a Business Address/Office Address to a New Individual Contact

If you're adding a new individual contact to your database and plan to link it to a business record, there’s a specific sequence of steps to follow if you want the business address to be automatically added to the new individual contact record. Below are the steps to guide you through the process.

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. 

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.