2.1. To change the default billing or shipping address, enter a customer alias code in the Alias field.  Alternatively, you may click the Lookup button to display the Search window showing the address codes available for the customer record; then; click the customer address code to select.

2.2. To manually amend the billing and shipping addresses, click the Overwrite button adjacent to the Alias field to enable the rest of the fields in the Billing Address or Shipping Address sections; then, enter the preferred address and contact information in their respective fields. Click the List box button in the State and Country fields to select from the list the options available. Note that the state and country fields have a validation in place.

2.3. If you want to call the contact's phone number, click the Dial number button beside the Phone field. Clicking this button will initiate a call using the default phone application set up for the workstation you are using. Ensure that Microsoft’s default phone application is properly configured to use this feature successfully.

2.4. If you want to send an email to the default contact, click the New mail message button beside the Email field. Clicking this button will open the default email application set up for the workstation, with the email address already filled in. To use this feature, ensure that Microsoft’s default email application is properly configured on the workstation you are using.

2.5. To create a new billing or shipping address, click the underlined Billing Address or Shipping Address field labels to directly access the Address Maintenance function.