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Create a Profile Address

Alix
Alix
  • Updated

Profile Addresses are specific to a particular Entity or Person and are used for primary contact details such as business or mailing locations.

For more information about Shared Addresses, refer to Understanding Profile and Shared Addresses.

Overview

Profile Addresses allow users to add and manage unique addresses directly on an Entity or Person record. This ensures accurate and specific location details are always associated with the relevant profile.

Create a New Profile Address

  1. Navigate to the Entity
  2. Go to General > Addresses
  3. Click the blue + New button in the top-right corner of the screen
  4. Select Profile from the dropdown list to open the Profile Address modal

Details

  1. Select the Address Type from the dropdown menu (e.g., Business, Billing, Delivery, Head Office, Mailing,, Residential or Other)
    • If selecting Other, select the appropriate Other kind from the dropdown or click Manage Other Custom Address Kind to add more options
  2. Add the Effective Date and/or End Date by selecting the date on the pop-up calendar. If entered manually, ensure the date is in YYYY-MM-DD format
    • Note: Date fields are not required, and they can be left blank
  3. Add Notes as needed

Addresses

The address screen integrates with Google Maps. Searching for an address here automatically populates the required fields.

  1. Click in the Enter a location field and type the address
  2. Select the correct address from the dropdown list that appears
  3. If not all fields populate, type in any additional information by selecting the + Add Field button to add fields such as Attention, PO Box, or Suite Number

Communications

Communications on Addresses add contact information specific to a particular address (e.g., a front desk phone number or generic email address).

  1. Click the + Add button
  2. In the Type field, select the type of contact information (e.g., Phone, Email)
  3. In the Value field, type in the phone number or email address, depending on the Communication Type selected
  4. Add Notes as needed
  5. Select the Sort Order checkbox to add an order number
  6. When done, click Add

Finalize the Profile Address

Once all information is confirmed accurate, click the blue Create button at the bottom right-hand corner of the box.

Video instructions: