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Correspondence Address tab Customer

 

The Correspondence Address tab lists the customer's additional address used for contact.

Completion of this tab is not necessary if the address is identical to the customer's main address.

 

Use Main Address

The address entered in the customer's Address tab is the address which appears on the customer's invoices.

    • Select the tickbox if the address entered in the customer's Address tab is the same address used for the customer's invoices. When you select the tickbox, the fields are locked.
    • Deselect the tickbox if the customer uses a different address for invoicing. When you deselect the tickbox, the fields are unlocked.

When the box is selected, the other fields will not be available to edit.

Address

The customer's street address or if applicable, post-office box number.

Enter the text into the field.

Address 2

Any necessary secondary postal address information, such as apartment number or street address.

Enter the text into the field.

Postal Code

The postal or ZIP code appended to the customer's address.

Enter the code into the field.

City

The city of the customer's correspondence address.

Enter the text into the field.

Country

The country of the customer's correspondence address.

Click the drop-down list and select a country.

To enter a country into the system, go to System > Configuration > System Values > Countries.  

Province

The province or state of the customer's correspondence address.

Click the drop-down list and select a province or state.

To enter a province or state into the system, go to System > Configuration > System Values > States & Provinces.

EditClick to modify the tab.
Save

Click to apply any modifications.

CancelClick to terminate the modification process.
Create Quote

Click to create an estimate for a project of this customer.

When you click on this, you are taken to a new page. For a description of the page, click here: Quote Create.

Create Project

Click to create a project for this customer.

When you click on this, you are taken to a new page. For a description of the page, click here: Project Create.