How do I create Contacts for a Location?
Contacts belong to a Client Company and you cannot create a Contact for a Location alone. However, since Locations also belong to a Client Company you can create a Contact for a Client Company and specify a Location. Moreover, you can create a Contact directly from the Location you wish it to belong.
Here's how:
- 1
- Click on Records.
- 2
- Use the Search and Filter option to find the Location to which you would like to add a Contact.
- 3
-
Click on View.
- 4
-
Scroll down to the Contacts section. Click on the
New Contact button.
- 5
-
Enter a
First Name.
- 6
-
Enter a
Last Name.
- 7
-
Select a
Client Company.
- 8
-
Select a
Location.
If you do not select the Location here, this Contact will not be associated with this Location. It will only be associated with the parent Client Company. - 9
-
Enter a valid
Email Address.
- 10
- Complete any other known information for this Contact (Title, Primary Phone, Fax, etc.)
- 11
- Click the Save button.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.