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Multiple Customer Addresses

Deborah Woodcock
posted this on December 15, 2009 08:59 am

FloristWare


List several addresses for each Customer.  Set up an Address Type for Home, Workplace, Church, and any other location you create

FloristWare


Instructions

1. Basic Level > More Options > Enter/Edit a Customer

2. Enter Customer Last Name or Phone Number

3. Select Customer

4. Click Continue: Get Address

5. Click Add New Address, click Select to edit, or click Delete for an existing Address

6. Pull down and select Address Type, enter Address Information

FloristWare


Tips

You can also Add and Edit Addresses during the Order Process.

To look up 'Philips' enter 'Phi' - this gives you a comprehensive list of customers that match your criteria while helping to avoid duplicates.

Use the Other Address Type to create custom Address Types.

If credit card transactions are coming back as 'unverified', use the Multiple Address Types to set up the credit card billing statement address.

FloristWare


Details

Set up multiple address types for each Customer if, for example, they order from both personally and professionally.

FloristWare


Screenshots

  

 

 
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