Customer Address Record View
- Tom Williams
- Emma Greenwood
Customer Address IDs are used as a short description and unique identifier for Customer Address records. They can be changed at any time to any alphanumeric value. For Customers with only one Address, the default value of PRIMARY can be used. Address IDs of BILLING and SHIPPING are often used for Customers with separate addresses for each. For customers with many Ship-to addresses a City or Street name can be used. The purpose of the Customer Address Record View is to add, edit, and remove Customer Address records. From here, users can add, edit, remove, and activate/inactivate these records.
Software Version: 2023.08.31 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Grid Layouts | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help |  Opens the online WIKI help page for the current page. |
| New |  Opens a new blank record for data entry. |
| Notes | Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
| Save | Saves all changes. |
| Fields | Description |
| Address | Identifies the ID of the Address for the associated Account. This is a single select lookup that identifies the Customer Address, displayed as:< |
The bolded view is the default view, which will determine the view will automatically display in when opened.