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Maintaining address links

User Requirement: Non-integration systems only

To add a new address and update the address links:

1. Select Find | Company and click the company name.
2. Click the Addresses tab. This displays a list of all company addresses.
3. Add a new address. The new address is displayed in the Company Addresses tab.
   • The Link Status icon shows a status of single-linked. If the company address you're about to change is linked to existing contacts, it shows as multi-linked.

   Single-linked

   Multi-linked

   • A Link Status icon showing a status of single-linked in the context of a Person means that the address is associated with the current person only, but not with other contacts or with the company. For example, a home address.
4. 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. This 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. This shows if the current address is set as the main address of the company or of the contact people.
5. Click the pencil 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.
6. 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.
7. Removing the Address Link selection on the company or person can delete the address from the system if the address has no other links. Also, once you've made an address the default address for a company or person, you cannot remove the Address Link selection without removing the Default Address selection first.
7. Click Save, and then Continue.

See Also:

Address fields

Assigning a different address to a person

Adding a private address to a person

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