Cards can have a number of addresses.
For more information about the fields on this screen, see Card addresses.
To add an address:
In the navigation panel, go to Relationships then Cards. The Cards list displays.
- Search for and select the card for which you want to add the address. See Finding a card for more information on finding a card.
Click the Addresses tab for the card. The addresses already stored in the system are displayed in the list.
- Click New in the Addresses tab to create a new address.
- Enter the address information.
- Name of the address
- Street address details
- Suburb (Readysell will fill in the state and postcode)
- Type of address (Accounts, Delivery, Physical, Postal; you can select any combination)
- Delivery information
- Any notes that need to be added for the address
- Optionally, you can associate a contact person with this address. For example:
- If the address is a postal address, the contact person's name will appear on mailings sent to this address.
- If the address is a delivery address, the contact person might be the person responsible for accepting and processing deliveries.
- if the address is a physical address, the contact person might be the person responsible for machines at this address.
- When you have finished, click Save.
- Repeat the steps if you have more than one address that needs to be set up for each card.