How to Add a New Address and Contact to an Account

How to Get Here:

1. Navigate to the detail page for the Account you want to add an address to.
2. In the main row of tabs, click on the Address tab.

Instructions:

When you click the Address tab, a form for a new contact and their location will appear.

1. Confirm the Company: Notice that the Company Name field is already filled in. This confirms you are adding a contact to the correct account.
2. Enter the Contact Person's Details:Fill in the information for the person at this location.
   • First Name
   • Last Name
   • Display Name (This could be their full name, e.g., "John Smith")
   • Email Address
   • Title (e.g., "Office Manager")
3. Enter the Physical Address:

Fill in the street Address and Postal Code.

Pro Tip (USA Addresses): After you enter a valid US Postal Code and press Tab or click into another field, the system will automatically fill in the City, State, and County for you.

4. Crucial Step: Save the Information:
   • Click the green Save Account Information button at the very top-right of the page to save the new contact.

What Happens Next (Important):

After you click save, the screen will refresh and automatically return you to the General tab. To continue adding more details for the contact you just created (like a phone number or email), you must click back on the Address tab.