Add a Firm Address

You can associate one or more addresses with a firm record. When there are multiple locations entered, it is necessary to identify one address as the Primary for the firm.

If a firm is added from a qualified contact, the firm's address is automatically populated from the Contacts hub.

To add a firm address:

1. In the Navigation pane, select Hubs > Firms > Firms.
2. At the top of the Firms form, enter either a complete or partial name or number in the Find firm lookup field to find and select the firm for which you want to add a firm address.
3. On the Overview tab, click + Add Address to display a set of location fields on the Addresses grid. You can add as many locations as you need for the firm record.
4. Click Save.