Customer Address Overview

A customer address is a physical location where that customer resides or does business. Every customer must have at least one address.

For customers with multiple locations, you can simply create additional addresses. In fact, you can create as many addresses for a customer as you need. If multiple addresses exist, you can link various items to a specific address:

Jobs. Select the appropriate address from the Address Name field on the job's General tab.
Service Contracts. Select the location that will define the Service Contract's tax rates from the Tax Location field on the Service Contract's Properties tab.
Equipment Items. You must select the address at which an item of Equipment will be located when you create a new Equipment record.

You can access an address record from the General tab of the Customer record. Click Edit Address or double-click the address' location to open the address that is selected in the drop-down list.

You can create a new address in several ways:

Click New Address from the General tab of the Customer record.
Select <Add New> from the General tab of the Job record.

The Address record is split up into several different tabs:

Address Tab. Stores the main information about the address, including the location.
Contacts Tab. These tabs are named after the contact's name. There can be up to four contacts tabs, one for each contact allowed for an address.
Notes Tab. Any notes about this address are stored here.
Coordinates Tab. Only visible if Google Maps integration is enabled.