Maintaining Addresses for a Person

The Addresses tab of the Person Summary component contains a list of all the addresses currently recorded for the person. Each row represents one address. Each address row includes an Actions button and current values for the Address ID, Address Type, Address Line 1, City, and State fields.

To maintain an address, click anywhere in the address row. The row expands to provide access to additional fields.

You can view or change information in these fields:

• Address ID

• Address Type

• Default Address

• Sales Tax

• Mailing

• Address Line 1

• Address Line 2

• Address Line 3

• Address Line 4

• City

• State/Province

• Zip/Postal

• Country

• Email

• Email Address

• Re-Enter Email Address

• Last Confirmed Date

• Text Messaging Address

• Location

• County

• District

• Latitude

• Longitude

• Phone Numbers

• Type

• Phone Number

• Extension

Click in a field and add, change, or delete information as needed.

To add a new address, click the New button. The system adds a new row at the bottom of the list. All fields in the new row are blank. An entry is required for fields that display a red asterisk. Enter information in other fields as needed.

If you are adding an email address for a person, first type the email address in the Email Address field. Then type the address again in the Re-Enter Email Address field. To make sure that the two addresses are the same, select Confirm Email Address from the Actions menu on the address row. The system compares the two addresses to confirm they are entered correctly, and it updates the date shown for the Last Confirmed Date.

If you do not know the person's email address, you can enable the user associated with this person to enter the email address without your assistance. Enter a value in the Address ID field, and select the Default Address check box. At the next login, the user will be prompted to enter an email address. The user can then modify the email address when needed on the Email tab in the My Settings component.

To add a phone number to the address record, select a value in the Type field and enter the number in the Phone Number field. You can also enter a value in the Extension field, if needed.

To delete a newly added phone number, click the Delete button at the end of the phone number row. The system deletes the row immediately.

To delete a saved phone number, click the Mark for Deletion button. You can reverse the delete action by clicking the Undo button.

To delete an address, select Delete from the Actions menu on the address row. You can reverse the delete action by clicking the Undo button.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved.      

Related topics:

Maintaining a Person