AudienceView Unlimited 7  Product Guides

To add an address to a customer:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer you want to add an address to.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Advanced tab, if necessary.

4.Click 'Add Address'.
The page refreshes, clearing the Address section. Billing Address: New Address 1 is added to the 'Address ID' dropdown. When the address is saved, Billing Address will be updated with whatever is selected from the 'Address Type' drodown.

5.If you want this new address to be the customer's default address, select the 'Default Address' radio button.

6.Enter the address details.
If your system is configured to validate the postal codes, you will be notified if an invalid postal or zip code is entered.

7.If you use an address verification system you can click 'Lookup Address' to verify the address.

8.If the customer wants to use the address temporarily (they are moving and need to use a post office box), you can set a timeframe for the address:

a.In Use From: Click to select a date when the address becomes valid.  

b.In Use To: Click to select a date when the address becomes invalid.  

9.Click 'Apply'.
A window confirms that the customer was updated.

10.Click 'OK'.
The new address appears in the 'Address ID' dropdown.

The default address is the one entered on the Customer|Basic page, but you can change it to any address associated with the customer. The address on the Customer|Basic page will then update to reflect the new default address.

To set the default address:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer for which you want to change the default address.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Advanced tab, if necessary.

4.Select the address that you want to set as the default from the 'Address ID' dropdown.
The address information appears in the Address section.

5.Select the 'Default Address' radio button.

6.Click 'Apply'.
A window confirms that the customer was updated.

7.Click 'OK'.

You can delete an address if:

•The address is not associated with an order.

•The address is not the default address.
Set a different default address first.

•The address is not the only address associated with the customer.
If it is the only address, add a new address and set it as the default.

To delete an address:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer you want to modify.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Advanced tab, if necessary.

4.Select the address from the 'Address ID' dropdown.

5.Select the check box.

6.Click 'Apply'.
A window confirms that the customer was updated.

7.Click 'OK'.