Adding a Mailing Address
You can add multiple addresses to a customer or contact.
To add an address:
- From Account 360, complete one of these steps:
- Use the Show Contacts smart action to view a list of contacts. On the contact you want to view, use the Edit linked billing accounts option to open the <Contact Name> Billing Account Summary drawer, which lists all billing accounts associated with the contact. Select the Update Communication Preferences option from the action menu on the billing account you want to update.
- Search for and select a billing account. Select View contacts from the action menu, which opens a drawer with a list of contacts. Select the Update Communication Preferences option from the action menu on the contact you want to update.
- The system opens the Set Communication Preferences drawer.
- 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
- 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
- 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.
Parent topic: Managing Mailing Addresses