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Addresses |
  
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Addresses |
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A company in EnergySteward.com can have an unlimited set of addresses. One of these addresses must always be setup as the 'Default' company address. You are able to switch the default address at any time. This screen shot below lists out all of the addresses that have been setup for the company and provides the option to add additional or change existing addresses.
Add Address (button) - Click this button to add a new address to the company.
View/Edit Grid Button (pencil) - Click this next to the applicable address in order to change any of the information relevant to the address.
Delete Grid Button (red x) - Click this next to the applicable address that you want to permanently delete. When you delete an address, then all information relevant to that address, as stored within EnergySteward.com, will be permanently deleted (contract address relationships, etc.). You might consider inactivating a company address versus deleting. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
The following shows the address detail which you are presented with when adding or updating an address.
Address 1 - Required. This is the primary address line (#1).
Address 2 - Optional. This is the optional address line (#2).
Address 3 - Optional. This is the optional address line (#3).
City - This is a required field.
State - This is a required field.
Zip - This is a required field.
Address Name - This is an optional field. This name represents an internal name you assign. Typically, this indicates the 'purpose' of the address. For example, "Invoice Address" could be assigned to a specific address within a company. Then when invoices print, there is an option to override and specify which address to put on the invoice.
Notes - This is an optional notes field which provides a place for any notes you might want to store, relevant to this company address.
Phone - This is an optional field and provide you an opportunity to store the primary phone number for the company address.
Fax - This is an optional field and provide you an opportunity to store the primary fax number for the company. Important note: The integrated faxing service within EnergySteward.com will use the DEFAULT company address fax number if a fax number is not setup on the individual contact you select as a fax recipient.
Email - This is an optional field and provide you an opportunity to store a primary email address setup for the company address.
Status (drop down list box) - This can either be 'Active' or 'Inactive'. Instead of deleting company addresses off your database, it is better to 'Inactivate' them in order to preserve historical information.