How to Make Corrections to an Address

How to Make Corrections to an Address

How to Make Corrections to a Household’s Address

  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 3-dot button on the address you want to fix.
  8. Select Edit from the drop-down menu.
  9. Make any changes you need to make. Click OK when finished.

How to Make Corrections to an Individual’s Address

  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 3-dot button on the address you want to fix.
  8. Select Edit from the drop-down menu.
  9. Make any changes you need to make. Click OK when finished.

    • Related Articles

    • 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 Run Address and Salutation Checking in G5

      Add the G5 Address and Salutation Checking Document: Download the G5 Address and Salutation Checking Document from the  Letters Library. Go to the Document Manager in G5. Click the + button to add a new file. Choose from the Document menu to add a ...
    • How to Add a New Address

      To Add a New Address to a Household Go to the Contacts workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. Find the ...
    • How to Change a Preferred Address

      How to Change a Household’s Preferred Address Go to the Contact workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. ...
    • How to Make a Rule That Matches Closed Opportunity Outcomes and Stages

      This rule will make it so that when you set a Product Opportunity’s Outcome to Won, it will update the stage to Closed – Won, automatically. It will also do the reverse when you set the stage to Closed – Won. Note #1: This rule applies to Product ...