We’ll be rolling out improvements to this area, and the workflows it includes, on October 12th. The improvements made to this section will reduce clicks by up to 50%. Want to see what’s coming? Switch on the “Early Access” toggle in the top right-hand corner of your dashboard to familiarize yourself with the upcoming changes. Click here to learn more.
Learn how to add addresses to a Person Record in Athennian.
To learn how to add addresses to a person's profile in Athennian, follow these basic steps:
Navigate to the People tab.
Search and select the profile of the person to whom you would like to add an address.
Navigate to the Addresses tab.
- Select New at the top of the screen - a new window will open up.
A drop-down will appear, choose Profile to add a Profile Address.
A new window will appear so you can enter a New Address.
In the Details section, enter the Persons Address Type by using the drop-down menu. If needed, you can add NOTES or the EFFECTIVE DATE, and END DATE if needed.
Note: Once you are done with each section, minimize the information by clicking on the up arrow on the right side to collapse the section.
In the Enter a location field, start typing the address, and let Google Maps do the searching for you. A list of addresses will appear below the field - simply select the field and watch Athennian populate the address fields below it with the address you've selected.
Select + Add Field to add an additional field to the address such as a Suite/Apartment number, PO Box, etc.
Communications on addresses are used to add contact information that is specific to a particular address. For example, a front desk phone number or generic email address. Click on + Add Communication to begin:
And finally, this tab is to review that all relevant information has been entered accurately.
Once everything is confirmed accurate, click the blue Create button at the bottom right-hand corner of the box.