Managing Mailing Addresses

You use the Mailing Address section of the form to specify physical addresses associated with the billing account. Addresses can include:

• Premise address: Can have only one designated premise address per billing account. If no additional mailing address is present, the premise address is used as the mailing address. Be aware that a billing account can have multiple service contracts, and therefore, multiple premises. Unless otherwise specified, the premise where service was most recently started is the designated premise address for the billing account.
• Mailing address: Can have only one overriding mailing address.
• Seasonal address: Can have multiple seasonal addresses, which are used as the mailing address between the specified start and end dates for that address. If there are multiple seasonal addresses, they cannot have overlapping date ranges.

You can enter multiple addresses in the communication preferences, and one of those records must be set as the primary address. The premise address is required and is set as the primary mailing address by default. You cannot edit or delete a premise address.

If the premise address is not where the caller wants their communications sent, you can enter a mailing address, and mark it as the primary address. All communications sent through the mail are sent to this primary address. You cannot delete an address that is marked as the primary address.

You can also identify one or more seasonal addresses. For example, a caller says they will be living in their lake house for the summer, and they want their paper communications sent to their lake house during June, July, and August. You can enter the lake house address as a seasonal address and specify the dates during which this address should be used as the primary mailing address. You can enter multiple seasonal addresses, but they cannot have overlapping date ranges. Seasonal addresses are automatically marked as the primary address during the time period they are active. In this example, the lake house address would automatically become the primary mailing address every year during June, July, and August.

• Adding a Mailing Address
  
• Edit, Delete, or Deactivate an Address
  

Adding a Mailing Address

You can add multiple addresses to a customer or contact.

To add an address:

1. From the Customer Dashboard, select the billing account you want to work with in the header, and then select Update Communication Preferences from the Actions menu.
2. The system opens the Set Communication Preferences drawer.
3. In the Mailing Address section, click the Add Address button, and select one of the following options. Be aware that if a mailing address already exists, you will not have the option to add another mailing address.
   • Mailing address
   • Seasonal address
4. The Address Details section of the form opens. Complete these fields and then click Add:
   • Start Date: Date (seasonal address only)
   • Start Date: Month (seasonal address only)
   • End Date: Date (seasonal address only)
   • End Date: Month (seasonal address only)
   • Country/Region
   • Address Line 1
   • Address Line 2
   • City
   • State
   • Postal Code
5. To mark one of the addresses as the primary address, click the Actions menu on the address you want to select, and then select Set as Primary.

Edit, Delete, or Deactivate an Address

After you add addresses to a customer or contact, you might need to edit, delete, or deactivate the address to ensure that the contact information is accurate.

To edit, delete, or deactivate an address:

1. From the Customer Dashboard, select the billing account you want to work with in the header, and then select Update Communication Preferences from the Actions menu.
2. The system opens the Set Communication Preferences drawer.
3. To edit an existing address, in the Mailing Address section of the screen, click the Edit icon next to the record you want to edit. The system displays the address details. Edit them as necessary, and then click Update.
4. To delete an address record, click the Delete icon next to the record you want to delete, and then click Continue on the Delete contact method window. Be aware that you cannot delete an address that is marked as a primary address unless it is a seasonal address, and another address exists.
5. To mark an address as active or inactive, click the Action menu on the record you want to delete, and then select Make address active or Make address inactive. Be aware that you cannot deactivate a primary address. Also, in some cases, making an address active will cause that address to be the primary address.