Maintain addresses for a client contact
To review addresses for a client contact:
- Review the contacts for a client.
- Open the client contact to display the CCCLNTCNCT—Client Contact Detail screen.
- Select the Addresses tab.
To add a client contact address:
- Click Create Contact Address to display the CCCNCTADDR—Contact Address Detail screen.
- Update other fields, as required.
- Click Submit and close the CCCNCTADDR—Contact Address Detail screen.
To update a client contact address:
- Open the address to be updated to display the CCCNCTADDR—Contact Address Detail screen.
- Update the fields, as required.
Address Category
Address
City
State
Province
Postcode
Country Code
ERP Address
- Click Submit.
To delete a client contact address:
- Click X at the beginning of the row containing the client contact address.
- Click Submit.
To set a client contact address as the default address:
- Select the Set Default flow on the row containing the client contact address.
- Click Submit.
The address is now the default address for the client contact.
To set the client contact to use the client's address:
- Select Use Client Address.
- Click Submit.
