Add, Edit or Delete Addresses in Relationships

 

Add an Address

To add an address to a customer, first select the relationship and then select the Addresses tab.

Select “+ Add an address”. You will see this:

Add the details of the new address here, and click “Add address”.

Edit an address

To edit an address, click on the Address listing.

This opens up the address pop-up box.

Here, change the details, then click Save to update changes.

Delete an address

To delete an Address, you need to first choose to edit the address. Click on the address.

From the edit pop-up box, click on the Delete icon located towards the bottom left. You will be prompted with a confirmation message:

Click  OK and the address will be successfully deleted!

If you wish to add notes to a relationship or contact, click here to learn how. 

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