Adding Multiple Addresses for an Account or Contact

To add additional addresses to an account or contact, such as a Bill-To Address or PO Box, follow the below steps:

1.  From the Main Menu, select the Accounts or Contacts link for the appropriate designations.  For example, Accounts - Registration for registration accounts.  In this example, we will use Accounts - Event Sales but the same process can be followed for accounts and contacts in all designations. 

2.  On the Accounts screen, select the account to update.

3.  Right-click and select Edit -> Edit.

4.  On the Edit Account screen, select the Details tab.

5.  On the Details tab, click the Add link next to the Addresses label.  If additional address entries already exist, then the link will be "X Entries" where x is the number of existing address entries. 

6.  On the Alternate Addresses screen, click the Add button.

7.  On the Add Alternate Address screen, enter the necessary information:

  • Address Type - The type of address to be added such as Bill-To or Ship-To.  Available Address Types are determined by your organization.
  • Language - Select the language to assign to the address type. 
  • Name, Address, City, State, Postal Code and Country - Enter the information to be used for the address.
  • Address Label - The address label will be automatically created.  You can edit the address label format or information if desired.

8.  Click OK.

Notes:

  • You can use the Synchronize button to automatically update the Address Label with the new address information.

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Comments

4 comments

Date Votes
  • Kieron Marshall

    When creating a service Order or Event, how is it possible to choose which address we wish to show for that service order? ie if an account has 2 delivery addresses as well as a bill to.

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    When adding a service order there's a small icon next to the Account/Bill-To/Ship-To/Requester addresses with 2 envelopes and a blue arrow. Click this to use one of the alternate addresses.

    Unfortunately the same functionality doesn't appear to be available for Events or Registration Orders (we have raised an enhancement request for 1, and will raise another for the other).

    We have also raised an enhancement request for the various addresses to be defaulted in the same way that the bill-to contact is etc.

    0 upvotes

  • Nancy Fullerton

    We use the information in our contact records to create and send a personalized PDF document to one of our market segments through a mail merge.  However some of our contacts (about a dozen) have more than one email address.  Although I'm able to add additional email addresses to our contacts, I can't seem to view that information using "Show Columns", as I would typically export to excel a recipient list.

     

    Thoughts?

    0 upvotes

  • Kaitlyn Batliner
    • Edited

     

    Hello Nancy!

    Using "Show Columns" on an Accounts list page, only the "main" records stored in the EV870 table can be pulled onto the grid. To obtain the information you are you looking for, a couple suggestions would be:

    • You can create an EZWriter DataSource to pull the necessary information. If you would need help with that, please reach out to our Services Team.
    • You can also create a campaign using steps to pull specific contacts with certain communication types and market segments. Communications is a table that can be chosen when creating a query step in the campaign. The following article gives great detailed steps to creating a campaign using steps: https://supportcenter.ungerboeck.com/hc/en-us/articles/204567878-Creating-a-Campaign-via-Queries

    Have a great day!

    Kaitlyn Skubic

    Ungerboeck Quality Analyst

    0 upvotes

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