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ADV FAQs Add a Temporary Address

Summary / TL:DR: This article provides instructions for adding a temporary address to a customer’s account in Advantage.

Typically used for snowbirds who may live in the north in the summer and the south in the winter.  


How to Add a Temporary Address to an Account

  1. From the Customer Service ribbon, navigate to Customer Search

  2. Search for the customer that you want to add the address to and click the Edit (Change Customer) Icon

  3. Click the Customer Addresses tab

  4. Click the Add Interim Address Icon

  5.  The Interim Address dialogue box will appear, complete the following fields:

Begins

Select the date the interim address begins.

Ends

Select the date the interim address ends.

Using

Select ADDR-02 or the address you made in step 5.

Repeating

Select this if you want this interim address to repeat yearly.

6. Click Enter to finalize

Address Standardization

After adding the temporary 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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