In order to add a work address to a customers profile - first, use the search bar or the customer list to find the customer.
- Once you've located the customer that you'd like to add an address to (you can use the search bar or simply find them in your list of customers under the 'Customers' tab), go to the 'Work addresses' tab and click 'Add new work address'.
- On the next page enter all the necessary information (any required fields will be marked with an asterisk) and hit 'Save'.
- You may need to add more work addresses to a customer.
- If you do not have Postcode lookup enabled on your account, please contact support to find out
how you can get this enabled.
- If you leave the 'Surname' box blank, Commusoft will input 'Occupier' in the box as a placeholder.
If the work address has moved, please create a new work address with the new details. Do not edit the existing work address. Then, to define between the old and new address please mark the first property as 'do not work with' or edit the details as below, and mark their status as dormant.