How to Add a New Address

How to Add a New Address

To Add a New Address to a Household

  1. Go to the Contacts workspace.
  2. Click the Households button.
  3. Type the name of the Household into the search bar and hit enter.
  4. Click the name of the Household to open the record.
  5. Click on the Details tab.
  6. Find the Address card.
  7. Click the Add button in the Address Card.
  8. Choose Business to create a work address. Choose Home address to add that type.
  9. Give it a description. Then fill in the fields with the address. Click OK when finished.

To Add a New Address to an Individual

  Note:

  1. Go to the Contacts workspace.
  2. Click the Contacts button.
  3. Type the Contact’s last name into the search bar and hit enter.
  4. Click on the name of the Contact.
  5. Click on the Details tab.
  6. Find the Address card.
  7. Click the Add button in the Address Card.
  8. Choose the type of address you will add.
  9. Give it a description. Then fill in the fields with the address. Click OK when finished.

    • Related Articles

    • How to Add a New Household, Contact, or Company

      You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...
    • Address and Salutation Checking

      Go to the Contact workspace. Everything we do with Address and Salutation Checking will happen here. Who To Run It On Select the Filters needed for the group of people you want to run Address and Salutation Checking on. The first Filter you will ...
    • How to Add a Household Address to a Contact

      Any address on a Household can be quickly and easily added to any of it’s members (Contacts). Go to the Contact Workspace and go to the Contact that you want to add a Household’s address to. Go to the Addresses card on the Detail tab. Click the ...
    • Creating New Reports

      Summary Creating a new report uses these basic steps: Pick the area of the CRM you want the report to cover. Select the Fields you want in the report. Add any Filters to apply to the data that appears in the report. Choose which column the report ...
    • Detail Tab

      The Detail Tab The Detail tab uses cards to provide details about the entity. Its contents vary depending on the entity type that you have selected In most cases, it uses the following cards: Addresses Card Displays the entity's addresses and ...