Address Management

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Revision as of 13:22, 15 September 2021 by Sbenney (talk | contribs) (added bold and just a tidy up)
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List Addresses

  • The default view is the list of addresses and the relevant details.

Create New Address (and Edit an existing one)

Address Nickname

  • Here you can provide a nickname for the address, this will also be viewable on the website when the customer selects this address.

Default Contact for this Address

  • This field is required, and the address will not be shown to the customer on the website if this is not set.

Company Name

  • Enter the company name here, please note - this will not affect any exports for the customer if the name is different, or the main company record.

Various Address Details

  • Address Line 1, Address Line 2, Town/City (or Address Line 3 for Ireland systems), County (or Address Line 4 for Ireland systems), Postal Code and Country as required.

Fax and Phone Numbers

  • Only numbers can be entered here, any other information will be stripped from the field.

Default Delivery Address

  • Make this "Green" if this is the default delivery address. There can only be one.

Default Billing / Invoice Addresses

  • Make this "Green" if this is the default billing / invoice address. There can only be one.

Address Active

  • Make this "Green" to set the address as active.

Delete Address

  • This button will delete the address.

Return to Customer Details

  • This button will take you back to the customer details.