Adding a New Contact to a Company Record

When you have a new Contact at a client or prospect Company, you’ll want to make sure to enter their information in Big Biller to keep your records up-to-date and log any correspondence with that person.

Big Biller will create a record for that individual in the People database, but also will link them to the corresponding Company record.

To add a new Contact:

  • Navigate to the corresponding Company Datasheet
  • Locate the Employees card
  • Click the plus sign icon in the upper right corner of the card

  • From the Add Employees window, start typing the person’s name to check for duplicates within your database
    • If you already have a record for that person, and wish to link them to this corresponding Company, simply select their name from the drop-down before saving

  • If this is a new person, press Enter on your keyboard to add the new employee

  • Enter all corresponding details and be sure to select the correct person type
  • Click the Save button when complete

  • You’ll now see your new Contact listed in the Employees card
  • Clicking on their name will route you to their corresponding Person record where you can add additional details, log activities, etc.