Adding Additional Addresses to a Customer Record

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Service > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

Select the Address Line 1 hyperlink to open the Addresses window.

3. Select the [Add] button.

4. Click the Address Type dropdown and select either Home Address, Work Address, or Other Address.

5. Type in the address in the Address Line 1 field.

∟ The Address Line 2 field is generally used for Apartment and Suite numbers.

6. Input the Zip code of the address listed, and press the [Tab] key on the keyboard to open he ZIP Code Lookup window.

7. Select the [Use] button to use the City, State, and County listed.

-or- Select the [Edit] button to modify the City, State, and County listed.

∟ If any of the fields have been edited, select the [Save] button to save the changes.

8. Click the Primary dropdown and select [Yes] to mark the address listed as the primary address.

∟ If the address listed is not the primary address, leave the field set to [No].

9. Click the Billing dropdown and select Yes to mark the address listed as the billing address.

∟ If the address listed is not the billing address, leave the field set to No.

10. Select the [Save] button in the window.

11. To add another address, follow steps 4-11.

12. When complete, select the [Save] button in the Addresses window.

13. Select the [Save] button in the Action Ribbon.

· Only one address can be marked as Primary.

· Only one address can be marked as Billing.

· An address can be marked as both Primary and Billing.

· The address marked as Primary will be displayed in the Customer Record.

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