Modifying Addresses in a Customer Record

How do I edit a customer address?

To edit a customer address in Dominion DMS, navigate to the Customers list via Service, Parts, or Sales, open the customer record, and update the address details in the Addresses window. Save both the window and the Action Ribbon to apply your changes.

Where do I navigate to access Customers?

The Customers section is accessible from three modules:

• Service > Miscellaneous > Customers
• Parts > Miscellaneous > Customers
• Sales > Miscellaneous > Customers

How do I locate and open the customer record?

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

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

How do I update the address details within the customer record?

3. Select the Address Line 1 hyperlink to open the Addresses window.
4. Click the caret to the left of the corresponding address to expand the address details.
5. Click the Address Type dropdown of the corresponding address and select the new address type, if applicable.
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.

What are the rules for Primary and Billing address designations?

• 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.