Entering Additional Address and Phone Information

Access the Customer - Manage {Customer Name} form, and then click the Address and Phone link.

  1. View or modify the customer's primary address information in the upper part of the form.

  2. In the Alternate Addresses grid, perform any of these actions:

    • View alternate addresses for the customer.

    • Delete an alternate address by selecting the address in the grid and then click Delete.

    • Change the customer's primary address to one of the alternate addresses displayed by selecting the address in the grid and then click Set Main Address.

      If you set an alternate address as the primary address and then want to undo the change, click Clear Main Address.

    • Add a new alternate address by selecting a blank row in the grid and entering address information.

  3. In the Phones and Fax grid, perform any of these actions:

    • View phone and fax information for the customer.

    • Delete a phone or fax number by selecting the entry in the grid and then click Delete.

    • Add a new phone or fax number by selecting a blank row in the grid and entering phone or fax information.

  4. In the Electronic Addresses grid, perform any of these actions:

    • View electronic addresses for the customer.

    • Delete an electronic address by selecting the address in the grid and then click Delete.

    • Add a new electronic address by selecting a blank row in the grid and entering address information.

    • Send a previously created email message by clicking Send Email.

      This field becomes active when the selected row contains an electronic address for which an email message was created.

  5. When you are finished viewing or modifying address and phone information, save or undo any changes.