Address and Contact Edit

General Information

Available in the Customer Information screen, this screen can be used to view, edit or enter alternate names or alternate addresses for a customer. These include:

• Mail-to Address - a preferred mailing address for the customer

• Ship-to Address - a designated shipping name/address for orders

• Bill-to Address - a designated billing name/address for orders

• Sold-to Address - a designated "purchasing" name/address for orders

• Alternate Address - an address used as an alternate, perhaps as a vacation address

• Contacts - names at a company associated with that company or person, or additional family members at a household, etc.

• Gift Recipients - names at a company or household who have received or will be receiving gifts in the future

The screen contains most of the important information on each type of name/address above, but all customer information is available on any give name by selecting the FULL VIEW button to access the Customer Information screen for that contact or address.

Note: Several copies of this screen can be open at the same time to show the information on multiple contacts/addresses simultaneously.

See Also

Customer Information - Contacts/Addresses

How to Use the Screen

Adding a New Contact or Address

1. Use the Type of Name pull-down menu to select the type of relationship that the name or address has to the Primary Name and optionally enter a Description, for example, "Summer Address for Customer." It is recommended that only one address per customer be set up as the bill-to address. If multiple bill-to addresses are used, financial information from orders, including points & rewards, credits, etc. may be spread over several customer records.

2. If you choose "Contact/Address" in the pull-down menu, the check box, Contact's Address is the same as Primary Name, is activated. If you check this box, M.O.M. automatically completes all of the address fields in the screen for you, and you only need to complete the name related information.

3. Optionally, set the DO NOT MAIL check boxes in the lower right corner to the appropriate conditions for mailing and e-mailing with the List Management Module.

4. Optionally, set the NO LONGER USED button to remove the name/address from lookups.

5. Optionally, select the DATE RESTRICTIONS button to display the Date Restrictions pop-up screen to restrict the use of the name/address by date.

6. If the name is known to be in the customer file already, select the FIND NAME button to use the customer lookup screen to search for the customer name. Edit the information as required. Optionally, use the FULL VIEW button at the bottom of the screen to transfer to the full customer information screen for the related name.

7. If the contact or address is not found or you choose not to use the FIND option, enter the customer information in the fields.

Viewing/Editing the Complete Customer Information for a Contact or Address

Because each related name/address is also a customer in the M.O.M. customer file, you can maintain all of the information on the related names that you can on any other customer.

To transfer to the Customer Information screen for a related name, select the FULL VIEW button.

The Customer Information screen for the related name is displayed with the Contacts/Addresses tab displayed. The customer that you transferred from is displayed in the contact list to enable you to transfer back using the same process.

Note: Transferring for a Gift Recipient - to protect a gift giver from being charged for new orders placed by a gift recipient, the transfer does not show the originating customer. To return from a transfer, you must lookup the originating customer using the Customer Lookup screen.