Maintaining address links
You need to add a new mailing address to a company. The new address is not the main company address, but an additional premises where some of the existing staff have relocated to.
For example, Gatecom has acquired a new premises, 400 Pine Street Suite 500, very close to its existing main address of 400 Pine Street Suite 300. The main address is still Suite 300, but Simon Yaltoy and Mike Carlson spend most of their time at the new Suite 500 address.
The Address Links feature provides an overview of existing relationships between Companies, People and Addresses, and reduces the potential for duplicate entries of addresses by allowing you to create links from the Address Links page.
To add a new address and update the address links:
- On the top bar, click the Search arrow and click Company.
- Click the company name.
- Click the Addresses tab. This displays a list of all company addresses.
- Add a new address. The new address is displayed in the Company Addresses tab. One of the following icons is displayed next to each address:
(single-linked address). Indicates that the address is linked to the current contact only.
(multilinked address). Indicates that the address is linked to multiple existing contacts.
- Click the Address Link icon. The Address Links page for the new address is displayed. The Address Links page shows the selected Address, the company, and the people who work at the company.
- Address Linked check box. Shows if the current address is linked to the company and any of the contact people. When you add a new address in the context of a company it is automatically linked to the company, and the Address Linked check box shows as selected. When you add a new address in the context of a person, it will automatically be linked to the person, and the Address Linked check box shows as selected.
- Default Address check box. Shows if the current address is set as the main address of the company or of the contact people.
- Click the Edit icon beside the list of people to make changes to the existing links between this address and the contact people. The Person Address Links are displayed for editing in a new window.
- Select the Address Linked check box next to the people you want to link to this address, and the Default Address check box next to the people, for whom this is the new main address.
- Click Save and then Continue.
The list of Addresses is displayed. The Link Status icon shows a status of multilinked. If you check the list of Addresses in the context of Simon Yaltoy and Mike Carlson, you find the new address is displayed, linked to each contact.