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 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.
  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.