Editing a work address

Purpose: Accurate work address details are essential for completing tasks correctly, ensuring users are directed to the right property each day, and maintaining accurate historical records.

If a mistake has been made or a customer provides additional occupier contact information, edit the work address details to ensure they are as accurate as possible.

Please note:

  • Edits to work address details will change all historical records

View edit screen

Edit work address.png

Navigate to work address dashboard > Edit > Amend below listed sections > Save

  • Landlord
    • Existing landlord - Click drop-down field  > Begin typing name > Select from search results
    • New landlord - Add new landlord > Enter landlord details > Save
  • Edit
    • Amend customer details - Surname required
    • Amend property address - Address line 1 required
    • Status - Active/Dormant

  • Other details
    • Building type - Select from drop-down
    • Vacant property - Select from drop-down
    • After sales communication - Tick to enable/Untick to disable

  • Communication preferences - Tick/untick as per customer request