Adding Multiple Addresses for an Account or Contact



  • 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.

  • 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.

  • 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.



  • Kaitlyn Batliner


    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

Please sign in to leave a comment.