Customer Account Contact Addresses

The Account Details window lists all addresses and other contact information that are associated with the customer such as postal addresses, email addresses, and phone numbers. These do not include names of specific people. Contacts information refers to the contacts that can be defined on a billing account, which includes names and contact information pertaining to specific people.

Depending on how much information was originally entered, you might see postal addresses only in the Addresses section.

Addresses have no expiration date, therefore the address that is active on the account is considered the current address. A customer can define the following:

• Addresses: Up to three addresses per account (billing, service, and shipping).

• Phone Numbers: Up to four phone numbers per account (office, home, fax, mobile).

• Email Addresses: Up to two email addresses per account (primary and secondary).

When the customer billing account is created, the customer normally provides a service postal address. The customer may also supply a billing address, a shipping address, and one (or more) contact numbers. If a single postal address is provided, by default that address is assigned to all the following postal address types:

• Service postal address

• Billing postal address

• Shipping postal address

Complete the following steps to add new or additional postal addresses related to the customer:

1. Perform an Account Search Module to locate the billing account.

   

   Account Search Results

2. Click the Name active link under the Name column to open the Account Details window for the customer.

   

   Customer Account Details Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. On the Account Details window, click the Add button above the Addresses section to add a new address or Edit next to an existing address to change an address to open either the Add Address or Edit Address window.

4. On either the Add Address or Edit Address window, enter the required and relevant information:

   

   Add Address Window

   Required fields are marked with an asterisk.

   The only difference between the two windows is that the Purposes field is only on the Add Address window.

   • Purposes* — Only on the Add Address window. Select one or more purposes to identify the address. You can select more than one purpose by pressing and holding the CTRL key when selecting additional purposes.

   • Country — Select the country from the drop-down list. The default value in this box is United States.

   • Address Line 1* — The new or updated address.

   • Address Line 2 — Add any additional address information in this field.

   • City* — The city in which the address is located.

   • Region or State* — Enter the name of the state, province, or region in which this address is located. If the country you selected earlier is the United States, Canada, or Mexico, select the state, province, or region in which the address is located. For other countries, enter the name of the state, province, or region in which the address is located.

   • Postal Code* — Enter the postal code.

5. Click Finish. The address is saved and shown in the Addresses section.

6. If desired, repeat this procedure to add, change, or update additional postal addresses for different purposes. For example, if you added or updated the Billing Postal Address, you may want to update the Shipping Postal Address if it is a different address.

 

 

Topic updated: 01/2024.