Addresses Tab

Use this tab to enter one or more addresses for the Agency. Only one address may be designated as the primary address.

pencil-small     At least one address is required if Create New Customer is selected. The primary address will be used to create the AR Customer.

exclaim    Updates are not made from the Agency document. If an Agency’s address changes, you will need to update the AR Customer.

go-arrow-red.gif   For more information on the AR Customer, see Customer.

Addresses tab definition

Title

Description

Address Type

Required. The type of address (default choices are 'Alternate,' 'Primary,' or 'Temporary'). Existing address types may be selected from the list.

Address Name

Required. The agency name associated with the address.

Address 1

Required. The agency's street address.

Address 2

Optional. The second line of the address for this agency.

Address 3

Optional. The third line of the street address for this agency.

exclaim   This field will not transfer to the AR Customer.

Address 4

Optional. The fourth line of the address for this agency.

exclaim   This field will not transfer to the AR Customer.

City

Required. The city for this agency address.

State

 

Optional. The State for this agency address. Values may be selected from the list.

Postal Code

 

Optional. The postal zip code for this agency address.

International Province

Optional. The name of a province for an agency address outside of the United States such as in Canada.

International Postal Code

Optional. The applicable postal code for an agency address outside of the United States.

Country

 

Required. The country for the agency address. Existing countries may be retrieved from the list or from the lookup searchicon.

Phone

Optional. A phone number associated with this address for the agency.

Fax

Optional. A fax number associated with this address for the agency.

Contact Email Address

Optional. An email address associated with this address for the customer.

Address End Date

Optional. The date on which this address will no longer be valid. Enter a date in the format mm/dd/yyyy or use the calendar _cal to find it.

After entering appropriate information, click  to add this address. The system displays the new address and displays fields in which you may enter another address if desired.

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Collections Maintenance Tab