Quick Steps for "Address Info" Tab

This article will layout quick steps in using the "Address Info" tab of Customer Entry.

Regardless whether you are "Editing" or "Adding" a New Customer, this information is relevant. Once a New Customer is created, any information stored can always be Edited.

For more in-depth steps, please refer to the following:

• In-Depth steps of Address Info tab, please see the In-Depth Steps for the Address Info" Tab article.

  
  

IMPORTANT: ONLY STORE actual Address info in Address Lines 1, 2, 3, City, Postal Code, State and Country fields.  See the  In-Depth article for more details.

Address Info

1.  Select the Address Info tab, enter information in the perspectives fields.

• Name: Enter the Customer Name into this field.
• Cust Code: Enter a Customer Code that you create for this customer (up to six characters).
• Business or Residential: Click the drop-down arrow and select the address type.
• Billto only?: If the Customer has a different address (besides the physical address) for billing purposes check-mark this box. If not, leave unchecked. For details, see the In-Depth steps article.
• Location: Enter the physical address of your Customer here, other lines auto populate. Address defaults to Google Maps for your Driver.
• Save: Click the Save button.

This concludes the Quick Steps for the Address Info tab of Customer Entry.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040