For some customer records, you may need to add additional contacts and/or additional locations under the same record. To do so, begin by creating a new customer record or editing an existing one.

After entering the Primary Contact details, select Additional Contact.

Enter the details for the additional contact and press Save New Contact.

To add an additional location, enter the Primary Address, then select Additional Location. Enter the details for the additional location and press Save New Location.

If you'd like to attach a contact to the additional location, search and select the contact in the Related Contacts field.

You can now select which contact should be primarily attached to this address by clicking on the star icon. Remove contacts from this location by selecting the trashcan icon. After making changes, press Save New Location.

If you want to change the location on a job record, click on the Location field and select the applicable address. If you have a contact connected to this address, the Contact field will automatically change as well.

For example, when selecting the Travis Street address, the contact changes from Field Pulse to Secondary Contact because we set Secondary Contact as the related contact for this address in the customer record.