Add a Future Address
- David Haskell (Unlicensed)
- Elliot Loeb
- Tony Browne
Use these instructions to add a future address to a customer account. Â For example, a customer is moving in 2 months and contacts ahead of time to update their account.
2 min read
How to Add a Future Address to a Customer Account
From the Customer Service ribbon, navigate to Customer Search
Search for the customer that you want to add the future address to and click the Edit (Change Customer) Icon
Click the Customer Addresses Tab
Click the Add Future Address icon
The Future Address dialog box will appear, under Begins, select the date the future address goes in to effectÂ
Click OK
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. Note Email address is not required, however it is a general rule to collect the customer's email address as many items are delivered via email. If the customer does not want to provide an email address, the Preferred Communication must be changed from E to M. |
8. Enter other fields as applicable and click enter when complete
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Note
After adding the future 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. Â