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<< Click to Display Table of Contents >> Addresses |
  
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<< Click to Display Table of Contents >> Addresses |
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The Addresses page allows you to create and maintain an unlimited number of address records relevant to the contact record.
To create address records for the contact, perform the following:
1.Click the Add button in the grid toolbar to activate a new line in the Addresses grid. For subsequent address entries, you may click the Add button to activate a line in the grid or click the Insert button to insert a blank line above the currently selected line.
2.Click the Show (
) button beside the Type colum to show the Details tab where you can enter address information.
3.In the Details tab, enter in the Type field the type of the address. Click the drop-down button to select the available address type from the miscellaneous codes.
4.Enter in the Alias field the company's address alias. Click the Lookup button to display the Search window where you can select the company's alias. Once a company alias is selected, the address information will be displayed in their respective fields.
5.To amend values in the street, city, state, zip code, and country fields, click their respective fields and enter the new values. Click the List box button in the State field or the Country field. Note that state and country validation are in place.
6.Mark any or both of the following checkboxes:
oUse as Billing Address
Mark this checkbox if this address code is the default billing (Bill To) address in transactions. |
oUse as Shipping Address
Mark this checkbox if this address code is the default shipping (Ship To) address in transactions. |
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7.Mark the Default column to signify that the address is the contact record's main address. The details of the address record that is marked as the default will show in the corresponding fields in the Information page.
8.To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar.
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