Modifying Addresses in a Customer Record

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Service > Miscellaneous > Customers

or

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. Click the Address Type dropdown of the corresponding address and select the new address type, if applicable.

5. Click the caret to the left of the corresponding address to expand the address details.

6. Modify the address details, if applicable.

∟ Follow Steps 7-8 of “Adding Additional Addresses” if the Zip needs to be changed.

7. Mark the Primary checkbox if the address should be listed as the primary address.

8. Mark the Billing checkbox if the address should be listed as the billing address.

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

10. 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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