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.
- Edits to work address details will change all historical records
View edit screen
Navigate to work address dashboard > Edit > Amend below listed sections > Save
- Existing landlord - Click drop-down field > Begin typing name > Select from search results
- New landlord - Add new landlord > Enter landlord details > Save
- 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