Enter Address Information for a Person or Organization (CPAIDEN)

Overview

Use the Address tab of Person/Organization Maintenance form (CPAIDEN) to enter or change address information for the person or organization entered in the top of the form.

To enter addresses

1. Enter or select an Address Type (for example, business or home).

You can record more than one address type for a person or organization and you can record more than one address of the same type.

2. Enter the street Address. Only one line is required, but you can enter up to three lines.

3. Enter the City, Stat/Prov (State/Province), Zip/PC Code, County, and Nation. More about zip code entry

Nation is optional if state or province is entered.

4. Enter an Email address.

Email addresses are tied to address records.  If you record more than one address for the person, each address can have an email address recorded with it. If the person's address is confidential (see the note under step 8), the email address is also.

5. Enter the Phone Type (for example, home, business) or select it from the list. Enter the Area Code, Phone Number, and Ext (Extension). To enter additional numbers, select the Telephone sub-tab

6. If the address is:

• Not effective until a certain date, enter that date in the From field. If the address will no longer be valid after a certain date, enter that date in the To field.

• Inactive, select Inactive.

• Confidential, select Confidential Address.

The address will be available only to users with a security level equal to or above the security level of the party and are set to view confidential addresses on the Confidential Address and Person Security form (COACONF). For more information about COACONF, see the ACS Contexte Setup Manual.

7. In the Source field, specify the method used to obtain the address (for example, phone call from person or organization, e-mail).

8. To enter additional postal information to use in mass mailings, select Delivery Info in the navigation frame.

9. Save. Contexte assigns a Seq (Sequence) # to the address within the current address type. This identifies which address of that type was entered first, which second, and so on. The system also fills in the User ID field with your Contexte user ID and the Activity Date (current date).

10. When finished, Exit the Person/Organization Maintenance form (CPAIDEN).

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