To add a customer address:
- From the Customer Edit General Tab, select +Address (
).
The Customer Address window will appear.
- Indicate whether the address is the preferred address. This indicates that the address will be used by default. It will also serve as a filter when creating lists that have the Preferred Address Only parameter selected.
- Select a Type. This indicates the location of the address, i.e., Home, Office, etc.
- Complete the address fields.
- Indicate whether this is the primary contact's address, in this example, Mike's Address. Or select the spouse name to indicate the spouse/partner's address.
- Click OK. The new address will appear in the Contact Method list.
If there was previously no address, a newly added one will automatically be marked as Preferred. You can uncheck this option if desired.