Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

The Maintain Contact Addresses window lists all addresses for the selected client, contact or supplier, grouped by address type. It enables you to edit, add, share, unlink and delete each address.

UI Text Box
typenote

(AE) The same Maintain Contact Addresses window is used for clients, contacts and suppliers. The procedures used are essentially the same for all three contact types.

(AE) Your ability to add, delete and modify addresses using the Maintain Contact Addresses window is controlled by security settings configured in Maintenance > Security > Task Permissions.

UI Expand
expandedtrue
titleTo add a new address
  1. Open the Maintain Contact Addresses window. See Opening the Maintain Contact Addresses window..
  2. Click Add new address.
  3. Select the required Address Type from the drop-down (for example, Postal).
  4. Enter the address details in Line1, Line2 and Line3.
  5. Enter the Suburb / Town.

  6. Enter the State.

  7. Enter the Postcode.

  8. Enter the Country, if appropriate.

  9. Click Save to save the details and add the address to the table.
    or
    Click Cancel to discard the entries for this address without saving.

  10. Repeat from Step 2. to add more addresses.

  11. Click Close when finished.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Using the Client and Contact pages

Using the Contact page

(AE) Using the Supplier page

Address types

Opening the Maintain Contact Addresses window

Editing an address

Deleting an address

Sharing/linking addresses

Viewing all who share an address

Unlinking shared addresses

Deleting a shared address

Phone and other details