An entity can only have one instance of each address type. For example, a bank cannot have two Payment addresses.
Not all address types are associated with all entities. For example, a vendor will not have a Home address type.
The same address may be used for more than one address type. You can select more than one address type per address for banks, customers, sites, and vendors. If employee addresses are used for more than one address type, you'll need to share the address. Click here for instructions.
Once addresses are shared —whether automatically or manually — editing one shared address record will automatically update all addresses linked to it by sharing. All fields for shared addresses are therefore identical. For example, if the addresses should have different phone numbers, they cannot be shared.
Address 1 & Address 2: Address 2 should be reserved for extra address information like suite and apartment numbers. If the contact has a PO box address and a street address, create two address records instead of entering a PO number in the Address 2 field. In this way both addresses will be available for use.
This topic describes how to add, edit, and delete contacts.
These instructions are for contact addresses for banks, customers, installation sites, and shipping destinations. Click here for employee addresses or here for vendor addresses.
Open one of the following windows: Bank Account Management, Customer Management, System Configuration, or Purchasing Configuration > Shipping Destinations tab.
Select a record, and click the Addresses/Contacts button — or if in System Configuration, just click the Addresses/Contacts button. The Contact Management window opens displaying the Addresses tab. These instructions use Bank Account Management in the illustrations.
Click the Add button, and the Add Address window opens in a popup.
Select the Type from the pull-down list. See About Address Types for definitions. Note: You can select more than one type for banks, customers, vendors, and installation sites. If a primary address is already designated, you'll need to share the address to add another type.
Complete the other fields as desired. Click here for use of Address 1 & 2 lines.
Click Save. The record is saved, and you're returned to the Contact Management window.
Repeat steps 3 - 6 to enter additional address types, or if a contact uses the same address for different address types, you can share the address.
Return to Addresses/Contacts Overview
Note: If you edit a shared address, all addresses shared with it are automatically updated.
Open one of the following windows: Bank Account Management, Customer Management, System Configuration, or Purchasing Configuration > Shipping Destinations tab.
Select a record, and click the Addresses/Contacts button — or if in System Configuration, just click the Addresses/Contacts button. The Contact Management window opens displaying the Addresses tab. These instructions use Bank Account Management in the illustrations.
Select an address, and click Edit, or click the Type link. The Edit Address window opens in a popup.
Edit the fields as needed, and click OK.
Return to Addresses/Contacts Overview
Open one of the following windows: Bank Account Management, Customer Management, System Configuration, or Purchasing Configuration > Shipping Destinations tab.
Select a record, and click the Addresses/Contacts button — or if in System Configuration, just click the Addresses/Contacts button. The Contact Management window opens displaying the Addresses tab. These instructions use Bank Account Management in the illustrations.
Select an address, and click Delete. You're asked to confirm the action.
Click Yes. The Result window opens displaying successes & failures.
Click Close when you're finished reviewing the results.
Return to Addresses/Contacts Overview
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