Learn how to add addresses to a Person Record in Athennian.
To add a profile or shared addresses to a person's profile in Athennian, follow these basic steps:
- Navigate to the People section
- 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
1. Details
- A new window will appear so you can enter a New Address
- In the Details section, use the drop-down menu to enter the person's ADDRESS TYPE. If necessary, you can add NOTES, the EFFECTIVE DATE, and the END DATE.
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:
2. Addresses
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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.
3. Communication
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:
4. Review
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.