Use these instructions when adding a secondary address to a customer's account. Typically used for bill-to ship-to type orders for the same customer where the customer will have one primary address and a secondary address such as a work address vs home address.
3 min read
How to Add a Secondary Address to an Account
From the Customer Service ribbon, navigate to Customer Search
Search for the customer that you want to add the address to and click the Edit Icon
Scroll down to the More Customer Information section and the Addresses tab
Click the Add Icon
The Customer Address Maintenance page will appear. Complete the following fields:
Name | Enter the name of the customer | ||
Address | Enter the Address of the customer | ||
Email Address | Enter the Email Address of the customer
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Address Code | Select ADDR-02 as the Address Code, or the next address in sequence |
6. Enter other fields as applicable and click Continue
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Note Address Standardization After adding the secondary address, the address standardization screen may pop-up for US and Canadian customers. This screen standardizes the address you entered into a USPS format (e.g., change Street to ST or move the apartment number to be on the same line as the street address). For international customers, make sure to enter the information exactly as it should appear on the mailing label. You have the option of accepting the standardized version, keep it as entered, or re-standardize. Typically, you would choose to accept the standardized version. If the standardized address is very different than the one you entered, confirm the correct address with the customer. |
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Note Potential Duplicate Customer After adding the new customer (or new address), the address standardization screen may pop-up for US and Canadian customers. This screen standardizes the address you entered into a USPS format (e.g., change Street to ST or move the apartment number to be on the same line as the street address). For international customers, make sure to enter the information exactly as it should appear on the mailing label. You have the option of accepting the standardized version, keep it as entered, or re-standardize. Typically, you would choose to accept the standardized version. If the standardized address is very different than the one you entered, confirm the correct address with the customer. |
Wrap up
You should now know how to add a secondary address to an Advantage account.
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Evolve course title
This will be an Evolve course or other L&D product.Advantage Customer Service: Account Maintenance
Advantage Customer Service: Orientation
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