Maintaining Source Management Level Addresses

The Addresses tab on the Source Management Level Summary component contains a list of all the addresses currently recorded for the source management level. 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. Enter information as needed.

If you are adding an email address for a source, 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.

To delete an address, select Delete from the Actions menu on the address row. To reverse the delete action, click 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 Source Management Level Information