Dental Lab Customer & Production Management

Alternate Addresses

Alternate Addresses

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Alternate Addresses

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Usage:  

Alternate Addresses can be used to quickly update shipping information on Cases, or for reference by lab employees.

       

Prerequisites:  

In order to be able to fill in all details on this form, it is required that you have entered Address Types first. Navigate to File > Global Settings > CRM Lists > Customers > Address Types.

 

Navigation: Customer > 2. Related Info > Alternate Addresses

V12 - Alternate Address

Alternate Addresses form

 

hmtoggle_arrow1How to add a new Alternate Addresses:

1.Click V9 - Add to enter a new Alternate Address.

2.The Add Alternate Address form will display.

V12 - Alternate Address - add address

Add Alternate Address

3.On this form you can enter:

➢Type - Select a Type from the drop down list. Be sure to enter the necessary values in File > Global Settings > CRM Lists > Customers > Address Types.

➢Name, Address, and Phone.

4.Click V9 - Save once all data is entered to add the Alternate Address to the Customer.          

hmtoggle_arrow1How to update an Alternate Address:

1.Select the address you wish to edit.

2.Click V9 - Edit.

3.Make any desired changes and click OK to save the record.
hmtoggle_arrow1How to delete an Alternate Address:

1.Select the address you wish to delete.

2.Click V9 - Delete.

3.Select YES when prompted for confirmation.

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

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