Managing addresses
You can manage addresses by going to the Addresses Card on their Detail tab.
When adding addresses you can provide address types. These describe the address's relationship to the person, like work, home, etc.
You can add addresses for an entity as needed by clicking the Add button
on the Addresses card.
When you add a new address, it displays at the bottom of the Addresses card.
After you add addresses to an entity, you can:
- Specify several defaults for quick communication and to fill merge fields.
- To set address defaults, click the User Preferences button
and select address defaults.
- You can set the following address defaults for an entity:
- Bill-To Address
- Business Address
- Home Address
- Mail-To Address
- Preferred Address
- Ship-To Address
- To set address defaults, click the User Preferences button
- Set one of the addresses as the entity's preferred address.
- The preferred address displays on the entity's banner and is identified on the Addresses card by a blue circle.
- By default, the first added address for an entity is set as the preferred address.
- Change the preferred address by clicking the More Actions button
and selecting Set Preferred.
- You can also set a preferred address in the Address Defaults dialog.
- Clear the preferred address by clicking the More Actions button
and selecting Clear Preferred.
- If you delete a preferred address, the preferred setting is cleared and the deleted address is removed from the entity's detail page banner. The preferred address setting remains cleared until you set it again for another address.
- Open an address in Google Maps using your default browser by clicking the More Actions button for the address and selecting Map.
- You can also edit, copy to clipboard, or delete an existing address from the More Actions menu for that address.
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