Managing a Customer's Address

 This process cannot be done from a mobile device.

Managing a Customer’s Address is an important feature of creating a successful Customer profile and can be easily done by following these few simple steps:

Step 1.

Click on the Module tab, then click on the  Customers icon on the main ribbon.

Step 2.

Create a new Customer Record or open an already existing Customer Record from your record list. 

If creating a new Customer Record, all required fields must be filled in and then saved before you can proceed to Step 3.  If you need help on how to create a new Customer Record, see article, "Creating a Customer Record."

Step 3.

Click on the Addresses tab on the bottom ribbon section.

Step 4.

Select the  Add Address icon.

 To update an address, go to Step 6. 

 To delete an address, go to Step 7.

Step 5.

After clicking on  Add Address, fill in the appropriate fields, then click on the  Save icon.

Once you have finished this step, you have successfully added an address to your Customer Record and are ready to proceed.

Step 6.

To update an address, click on the  Update icon on the right.  After doing so, enter in the correct information to the appropriate fields.  For help in doing so, return to Step 5.

Step 7.

To delete an address, click on the  Delete icon on the right.  A pop-up menu will ask you to confirm by clicking OK

If you need to enter in a new address and need help, return to Step 5.

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