Add an address to a customer

Add a work or site address to an existing customer.

Add an address when a customer has more than one service location.

This is useful when the invoice address and work address differ.

Customer addresses are part of the standard customer record.

They are available in all OutSmart packages.

Add an address from the customer card

1

Open the customer card

Go to CRM.

Open the customer you want to update.

2

Open Address Book

Select Address Book.

Then click Add.

3

Fill in the required fields

Enter a unique Code.

Then enter Address line, Zip code, and City.

4

Save the address

Click Save.

Add an address from a work order

1. Create a new work order.
2. Select an existing customer in Customer/Delivery.
3. Change the address details.
4. Save the work order.

The new address is added to that customer.

Frequently asked questions

Can one customer have multiple addresses?

Yes.

Add as many as you need.

What is the code field for?

The code is the unique identifier for that address.

Can I edit an address later?

Yes.

Open the address again from Address Book.

Related topics

• Customers
• Create a customer
• Create a work order from a customer