How to insert a business address to a new individual contact

If you're adding a new individual contact record to your database and plan to link this individual contact record to a business record there is a certain sequence of steps that you will want to take if you wish to automatically insert the business address from the business record into this new individual contact record.  Below are the steps that you will want to follow along with screenshots to show you what you should see.

Step 1:  You will NOT want to add the individual contact record from the business record if you wish to insert the business address. You will first want to create a new individual contact record. You will do this by clicking on the "Add Contact" link in the top right corner of your screen.

Step 2:  After you have created your new individual contact record you will click on the "Actions" button and then choose the option labeled "Link Contact".

Step 3: After the "Link Contact" pop up opens you will begin typing the name of the business record in which you wish to link this individual contact record to.


PLEASE NOTE:
  In the screenshot that there is a box that you can check to automatically insert the business address into this newly created individual contact record. After you check this and choose to link the contact you will see the screen refresh and below you will see that the business address has automatically been inserted into the individual contact record.

Still need help? Contact Us Contact Us