Skip to main content

Add or Edit a Company.

Create or change a company inside the Address Book.

Gabrielle P avatar
Written by Gabrielle P
Updated over 2 weeks ago

To add a new Company profile to your Address Book, go to your Address Book, click on the Company tab, and then "Add Company" in green.

Here you can add the company name, add a new company address, and enter a tag for further organization. Make sure to press "Save."

To edit an existing company, click the company in the list and change the fields.

Under the "Contact" tab, attach the contacts from your Address Book that are associated with the company, and press "Add Contact."

Attaching a contact to a company, means the company address and name will appear when you add a contact to a job.

Once contacts have been attached to companies, you can filter by companies in the address book, and export that information using the ellipses and choosing "Export Filtered Contacts."

Did this answer your question?