To add a new contact address

The steps to add a completely new address to a contact record, or to link an existing address already held on the database are very comparable. When viewing a contact record, all the associated addresses are accessible via the Addresses tab. Multiple addresses may be maintained for a single contact to capture their main residence, temporary address, correspondence address, forwarding address, etc.

The procedure to add a new contact address is as follows:

1. Using the global search facility, type in the first few characters of the contact 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Contact Details. The Contact Details window is displayed for the current contact.
4. Click on Addresses. The Addresses tab is activated, revealing details of all addresses currently associated with the contact in the Addresses summary table.
5. Click on New Address. The Search Address window is displayed.
6. Enter the first few characters of the address into the dynamic search field provided or use the Advanced Search facility to control the matching criterion 2. All returned records are displayed in the Address summary table.
7. Double-click on the row containing the exact record match or revise the entered search data; the New Contact Address window is displayed. Alternatively, click on New Address to create an entirely new address for the contact, not previously held.
8. Using the Address type drop-down field, select a parameter value to categorise the address e.g. Main Residency, Correspondence Address, Forwarding Address, etc.
9. Using the Tenure type drop-down field, select a parameter value to define the terms under which the contact is linked to the address e.g. Assured, Secure, Licence, etc.
10. Using the Accommodation type drop-down field, select a parameter value to describe the address e.g. House, Flat, Maisonette, Garage, etc.
11. Activate the Send post here tick box provided to denote that the new entry is the primary postal address for the contact 3.
12. Activate the Display in search results tick box provided to indicate that the address should always be returned when matched through a dynamic or advanced search.
13. Choose an Effective from date for this linked address i.e. the date on which it came into effect 4.
14. Choose an Effective to date, as required, to define the duration over which the address applies to the contact; a blank field means the linked address will be continually valid.
15. Click on Confirm. The new record entry is displayed in the Addresses summary table.
16. Click on Save.

Note

1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 The dynamic search function will match against any element of the property address, based on the successive characters entered.

3 Only one postal address is permitted for each contact over the same effective period; where an overlapping address record already has this status the user will need to reaffirm one or the other.

4 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Contacts record maintenance overview

To create a new contact

Standardised address formatting

Using the search facility