Adding Additional Customer Addresses

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Parts > Miscellaneous > Customers

or

Sales > 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:

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

4. Select the [Add] button.

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

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

∟ The Address Line 2 field is generally used for P.O. Boxes.

∟ If the City/State/Zip does not match the physical address, please add a new address with the Type listed as 'Other'. Please test print forms, as this address may need to be programmed to align properly with certain forms. Contact Support for any forms changes.

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

8. Select the [Use] button for 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.

9. 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].

10. 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.

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

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

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

14. 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.

 

Note- Click here to see the Help article on Modifying Addresses in a Customer Record.

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