Add multiple locations to a company record
If a company has multiple locations, you can add a contact for each location to the company record.
- Go to Contact Management.
- Select the Companies tab.
- Optionally, use the Search field to filter the list.
- Select the company name to open the Company Profile page.
- Select the Contacts tab.
- Select Add.
- Enter the contact information.
- In the Business Contact Info section, enter the address information that corresponds to the company location.
- Optionally, in the Home Contact Info section enter the home address.
- Optionally, select the Comments tab and add any comments.
- Select Save.
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.