Add multiple contacts and locations to a company record

If a company has multiple locations, you can add a contact for each location to the company record.

1. Go to Contact Management.
2. Select the Companies tab.
3. Optionally, use the Search field to filter the list.
4. Select the company name to open the Company Profile page.
5. In the Contacts section, select Add.
6. Enter the contact information.
7. In the Business Address, Phone, Fax section, enter the address information that corresponds to the company location.
8. Optionally, enter the home address and any comments.
9. Select Save & Close or Save & New if you want to add additional contacts.

Next step: For subcontracts, you can select the contact corresponding to the desired location and the Contact Business Address from the Address dropdown in the Subcontractor Company Information section.

Similarly, for purchase orders (POs), you can select the same options in the Vendor Information section.