Business Names

Quick Reference

• Public Email Address + Without Business Name: Business name defaults to the contact's first and last name.
• Public Email Address + Business Name Provided: Uses the business name you've entered.
• New Business Email Address: You must enter a business name to create the contact.
• Existing Business Email Address: Contact automatically linked to the existing business in your account.

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How Business Names Work When Creating Contacts

In Pocketbook, every contact you create is associated with a business name—even if they aren't part of a company. This association helps keep your contacts organized and makes it easier to manage your interactions. Here's how business names are assigned in different scenarios when creating a new contact.

Scenario 1: Creating a Contact with a Public Email Address (e.g., Gmail)

A. Business Name Not Filled Out

• What Happens: If you enter a public email address like Gmail, Yahoo, or Outlook and leave the Business Name field empty, Pocketbook will automatically set the business name to the contact's First Name and Last Name.
• Example: You add a contact with the email [e-mail] without entering a business name. The business name will automatically become Jane Doe.

B. Business Name Filled Out

• What Happens: If you provide a business name while using a public email address, Pocketbook will use the business name you entered.
• Example: You add [e-mail] and fill in the business name as Doe Designs. The contact's business name will be Doe Designs.

Scenario 2: Creating a Contact with a New Business Email Address in Your Account

• Requirement: A business name is required before you can create the contact.
• What Happens: Since the email domain isn't associated with any business in your account, you must manually enter the business name to create the contact.
• Example: You enter the email [e-mail]. Before saving the contact, you must fill in the business name, such as New Startup Inc.

Scenario 3: Creating a Contact with a Business Email Address Already Associated with a Business in Your Account

• What Happens: If the email domain matches a business already in your account, Pocketbook will automatically associate the new contact with that business.
• Example: You've previously added Tech Solutions with the domain @techsolutions.com. When you add a new contact with the email [e-mail], the business name will automatically be set to Tech Solutions.

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Tips for Managing Business Names

• Double-Check Before Saving: Always review the business name for accuracy before creating the contact.
• Business names cannot currently be changed once they are associated with a business email.