Contact Methods: Adding an Address


To add a customer address:

  1. Find and edit the customer.  On the General tab, click the +Address button.  The Customer Address window will appear.
  2. Indicate whether the address is the Preferred Mailing 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.
  3. Select a Type.  This indicates the location of the address, i.e., Home, Office, etc.
  4. Complete the address fields.
  5. Indicate whether this address is for selected customer, their spouse/partner, or both.
  6. Optionally, click Validate to check the USPS online database to see if the address is valid.
  7. Click OK.  The new address will appear in the Contact Method list.

NOTE: If there was previously no address, a newly added one will automatically be marked as Preferred.  You can uncheck this option if desired.

 

 

Updated on Thu, 12 Jun 2025 by Dominick Mastri

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