Table of Contents
Introduction
When creating or editing a client or supplier, you can add contact and address information directly to the business account. This includes a main contact and main address, as well as any additional contacts and addresses linked to that account. For more information about setting up business accounts, see ➡️ this article.
The Contacts and Addresses options in the Business Accounts menu provide a consolidated view of this information across all business accounts in the selected company. Instead of opening individual client or supplier records, you can use these screens to quickly review, search, and manage contacts and addresses from a single location.
Accessing Contacts and Addresses
To access the Contacts and Addresses screens, click on Business Accounts from the top menu, and select the option you need to open the relevant grid. Keep reading to learn more about them.
📋 Note: did you miss the introduction to the Business Accounts module and the All Accounts, Clients, and Suppliers screens?
Open ➡️ this article.
📞 Contacts
This grid shows all contacts linked to business accounts for the selected company. Use it to quickly view contact details, identify the main contact for each account, and manage communication information from a central location.
Grid Details
Find the available default columns in the table below.
Columns | Description |
| These columns identify the business account to which the contact belongs. |
| These columns provide the contact's personal and professional details. |
| These columns show the available contact's communication details. |
Contact | This column indicates whether the contact is set as the main contact for the business account. |
📍 Addresses
This grid shows all addresses linked to business accounts for the selected company. Use it to view and manage headquarters, branch, billing, shipping, and other addresses associated with your clients and suppliers.
Grid Details
Find the available default columns in the table below.
Columns | Description |
| These columns identify the business account to which the address belongs. |
| These columns display the street address across two fields, allowing you to capture the street name, door number, and any additional information needed to accurately identify the location. |
| These columns show the geographical location of the address, making it easier to identify where the business account is based or conducts business. |
Main | This column indicates whether the address is set as the main address for the business account. |
Shared Buttons
The Contacts and Addresses grids contain the same buttons. Use them to ➕ add, ✏️ edit, 📄 duplicate or 🗑️ delete contacts or addresses.
Need to export your contacts and addresses to a CSV or Excel file? Select the 📤 Export button and follow the instructions in ➡️ this article.
💡 Tip: did you know that you can amend exported records in bulk and import the updated file back into Indigo Business? More on this ➡️ here.
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