Company Address

Assign or change a street address to the company at the Address tab. Click the Address tab to bring this area of the form to the front.

Company form - Address tab

Three options are available for adding an address to this company:

Select an Address Option

You are able to select an address from the list of addresses already in the application and assign it to the company.

  1. Click the drop-down arrow in the Select an address field and select the company's address from the list.
  2. The address will populate the address fields in the tab. The fields in this tab are read-only.

Add an Address

You are able to add a new address for the company at the Address tab. The new address will be saved to the address list, and then must be selected for the company.

  1. At the Address tab, click the Add icon.
  2. The fields at the Address tab are placed into Add mode.
  1. Enter the address information in the applicable fields. (The Address 1 field is required.)

  1. Click the Save icon to save the address to the company.
  2. The address is saved to the system address list. (To cancel adding this address, click the Cancel icon to clear the fields.)
  3. When you save the address, the fields in the tab clear and are deactivated. This signals that the address has been saved to the system.

  1. Click the drop-down arrow in the Select an address field and select the address that you added.

  1. It will populate the Address tab again; the fields are read-only. This indicates that this address is selected for the company’s address.

Edit an Address

An existing address may be selected and then edited. This address will be updated in the system and assigned to this company.

  1. Select an address from the list of addresses by clicking the drop-down arrow in the Select an address field and select the company's address from the list. The address will populate the address fields in the tab.
  2. Click the Edit icon to place the tab in Edit mode; the fields in the tab become active and may be changed.

  1. Edit the address information, as required.
  2. Click the Save icon to save the address changes.
  3. The address is updated in the form and in the address list. The fields in the Address tab become read-only.