Entering an Address on a Record
You can enter multiple addresses on the Address subtab. An address may be required for entity transactions.
To enter address information on a record:
-
Open the record for editing.
-
On the record, click the Address subtab.
-
Clear the Default Shipping box if this is not the address packages are usually sent to.
-
Clear the Default Billing box if this is not the address bills are usually sent to.
Default billing and shipping addresses are selected when you enter a transaction for this record.
-
Check the Residential Address box if this address is not a business.
This information helps ensure accurate shipping rates from UPS and FedEx.
-
In the Label field, enter a name for this location.
You select this label to use the address on transactions.
-
Click the edit icon
to open a popup window in which you can enter or edit the following address fields:-
Country – Select the country for the address. The default is the primary subsidiary’s country.
-
Attention – Enter the name of the person who receives mail or deliveries at this address.
-
Addressee – Enter a name for the company or individual to appear on the shipping label.
-
Phone – Enter a telephone number where the person receiving this mail can be reached.
-
Address 1, Address 2, City, State/Province, and Zip – Enter the address for this location.
-
Address – The complete address appears in this field.
-
Map – Click this link to view the address location on Google Maps.
-
Override – Check this box if you need to edit the contents of the Address field manually, for example to change the order of the lines.
-
-
To close the popup window and save the information you entered, click OK.
-
Click Add.
-
Repeat these steps for each address location for this record.