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:
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- Click on Records.
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- Use the Search and Filter option to find the Location to which you would like to add a Contact.
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Click on View.
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Scroll down to the Contacts section. Click on the New Contact button.
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Enter a First Name.
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Enter a Last Name.
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Select a Client Company.
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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
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Enter a valid Email Address.
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- Complete any other known information for this Contact (Title, Primary Phone, Fax, etc.)
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- 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.