This article outlines how to add existing people to a Location within your Address Book. This is useful if you have an contact that works for more than one organisation, or at more than one office.
- Click on the Address Book
- Search and click on the Organisation name
- Click on the Location name in the bottom left section of the Organisation Details
The People that are part of a Location are listed on the left of the Location Details screen
- Click ‘Add Existing’ to link an existing Person in the Address Book to this Location
- Either type the name of the person and click 'Go'
OR
Open the Advanced Search option by clicking on the magnifying glass icon on the left of the search box
This opens a list of all People in the Address Book with filter options to find and 'Select' the relevant Person
Note: The Advanced Entry Search is useful if you have contacts with the same name that work at different organisations.