Learn how to add, edit, and delete an address in this step-by-step guide. This help guide will demonstrate how to modify an address.
Content
Instructions
Adding an Address
1. From the navigation bar, select Accounts and Accounts.
2. Search for the account. Select the account you would like to review.
3. Select Addresses on the navigation panel.
4. Select the New Address button.
5. Enter the complete address, including the street address, city, state, and zip code. Select the County. This will auto-populate the county based information you entered.
6. If this is a seasonal address, enter the date range for this address in the Seasonal Schedule section. When finished, select Create Address.
Editing an Address
1. From the Address section, select the Edit Address option from the Ellipsis menu.
2. Scroll through and make any chances you need to. When finished, select Update Address.
Deleting an Address
1. To remove an address, locate the contact in the Address section. Select Delete Address option from the Ellipsis menu.
2. Then select the Delete and Close button.