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Modify an Address

Use the Edit Address dialog box to modify an address for the account displayed in the Work Form. You must have the Address Maintenance Permission.

To modify an address

  1. In the Reference Panel navigation bar, click Available Panels and then click Address.

Address panel

  1. In the data grid, click the address and then, in the Reference Panel toolbar, click Edit.

Edit Address dialog box

Type of Address: Type of address, such as home or work.

Status of Address: Status of the address, such as good, bad, or unknown.

Source: Source who provided the address, such as customer, client, or credit bureau.

Confirmation: Source who confirmed the validity of the address.

Active: If selected, the address is in use.

Primary: If selected, the address is the primary (main) address on the account.

Correspondence: If selected, you can send correspondence to this address.

Address line 1: Person's address line 1.

Address line 2: Person's address line 2.

City/Town: Person's city or town.

County: Person's county.

Post Code: Person's postal code.

Country: Person's country.

  1. Modify the information and then click Save.

Note: If the person whose address you modified has other accounts, Latitude updates the address on those accounts also.

Related Topics

Data Grids

Addresses

Address Maintenance Permission