Addresses Synchronise to Upvise Companies using the following Logic:

Use Groups to group together contacts or companies that share the same characteristics.
Groups and Regions are shared between contacts and companies.

Create a Group
On the mobile: tap + from the Home screen and select Group, or goto the Groups section and tap +.
In the web account: click + in the toolbar and select Group.

Edit Groups
On the mobile: goto the Groups section and tap the Edit icon, to rename or delete a Group.
In the web account: goto the Groups section and click on the 3-dot menu, then select Edit Groups. Or goto the Options menu.

Add Contact or Company to Group
On the mobile: edit the Contact/Company and set the Group field.
In the web account: edit the Contact/Company and set the Group field. Or to update multiple contacts, goto the Contacts/Companies list, check the box next to one or more items or select All, then click on the Add icon and select "Add to group" menu.
A Contact/Company can belong to more than one group.

Browse by Group
On the mobile: tap on Groups from the main screen.
In the web account: click on Groups from the Left pane menu. In the Contacts/Companies Map view, you can also filter the Map by Group.

Regions are useful to group contacts or companies according to geographical location.
Groups and Regions are shared between contacts and companies.

Create a region
In the web account: click + in the toolbar and select Region.
On the mobile: goto the 'Regions' section and tap +. NB: 'Regions' only appears when there is at least one region created.

Edit Regions
On the mobile: go to the Regions section and tap the Edit icon, to rename or delete a Region.
In the web account: Goto the Options menu / Regions tab to add, rename or delete a Region.

Add Contact or Company to Region
On the mobile: edit the Contact/Company and set the Region field.
In the web account: edit the Contact/Company and set the Region field. Or to update multiple contacts, goto the Contacts/Companies list, check the box next to one or more items or select All, then click on the Add icon and select "Move to region" menu.
A Contact/Company can belong to only one region.

Browse by Region
On the mobile: tap on Regions from the main screen.
In the web account: click on Regions from the Left pane menu. In the Contacts/Companies Map view, you can also filter the Map by Region.

The question raised in this section is:

Do you want:

1. All Contacts to be accessible by any of your team members, irrespective of whether they are Managers or Standard users?
   or

2. Admins and Managers to control individually which Clients are accessible by which team member?

If your answer is 1.
You must check"Data Shared by all Users"in the Contacts Options menu. When checked, all Contacts and Companies are accessible by all users, even Standard Users, who can otherwise only access the data they own.

If your answer is 2.
The option must be turned off. Managers can assign contacts and companies by setting the Owner field. SeeOwnership Assignment.

This tab shows existing Contacts or Companies and their basic details. New contacts can be added using the + button, and you can tick the box next to multiple names and use the Message button to draft an email or SMS, or Add To button to add/move them to Groups or Regions. Several other functions can be accessed using the menu button such as import, export, merge, and duplicate detection.

Click on the Name field to see further details or to edit the contact using the pencil icon. You can quickly duplicate similar contacts here and change what is different.

Clicking the Company field will navigate to the linked company details.

Clicking the Email field will prompt you to choose from a blank email or from a list of email templates found in Options → Email Templates. The Phone field will attempt to open Skype to dial the given number.

This tab provides a visual representation of the location of contacts. They can be sorted by Groups and Regions.

To have the contact show up on the map, select the contact and click the pencil button to begin editing. Find the Address section and populate the Position field with the GPS coordinates. If you do not know the coordinates, you can find them using a service such as Google Maps:

Use the Batch Geocode menu item to refresh the map with newly entered geocoordinates.