Adding an Address to a Company Record

Overview  

The following video explains how to add a new address for a company record. Step by step instructions are below the video.



Steps 

  1. Open the company record.
  2. Open the Address & Contact tab.
  3. Enter Edit mode.
  4. Click on the +New button above the address grid.
  5. Add the address details.
  6. On the right of the grid you can select whether the address is an invoice or delivery address and also if it is the preferred delivery address.
  7. Click on the Save Company to save the changes.


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