Adding a new address for a contact or client

Last modified 07:45, 24 Apr 2017

Overview

You add addresses in the Address Search and Maintenance window accessed from the Addresses tab of the Contact or Client page.

Add a new address to a contact or client

  1. Open the contact or client page for the contact.

  1. Click the Address tab to display all addresses linked to the contact or client.

  2. On the Task Bar, click Add/Maintain.  The Address Search and Maintenance tab displays addresses linked to the contact or client.

  3. The default is Card View. To display the addresses as a list clear the Card View check box at the foot of the tab.

  4. Enter the new address details into the blank card and press [Enter]..  

  5. If you are using Card View and can't see a blank card, locate it using the scroll bars to change the view of the Address Maintenance tab. 

  6. To link the new address to the contact or client, click Yes on the new address message.  To save the address to the database without linking it to the contact or client, click No

  7. Select the address type for the new address from the Select an address type window - you can link an address type only once to an address - and then click OKThe heading of the new card shows how many times the new address is linked.

  8. Click OK on the Address Search and Maintenance tab. The Addresses tab displays the new address in the Addresses panel.

  9. Click OK to save the new address and exit the contact/client page.

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