Relationship Addresses
Adding an Address to a Private Individual
Click ‘Relationships’ in the top menu. Then click the Edit Pencil on your chosen relationship. Then click the ‘Add Address’ button:
Note: You can Add multiple Addresses to a relationship.
Once within the address interface you have two options: To add the address manually, or search for it using a house number/name and postcode in the 'Property' field:
Once the address is added, click the ‘Save’ button. Accelerate will store the address and it will automatically be added in the future wherever the customer's address is needed:
Adding an Address to a Relationship of a Business Type
The difference between adding an address as private individual and as a company is the property type option. This allows you to choose what the address is used for and also choose a primary address.
Click ‘Relationships’ in the top menu. Then click the Edit Pencil on your chosen relationship. Then click the ‘Add Address’ button:
Once within the Address interface, you can select the ‘Address Type’:
Then fill out the remaining information and click the ‘Save’ Button.
Editing Adresses
You can view and edit all existing addresses by scrolling to the ‘Addresses’ dropdown in any Relationship and clicking the Edit Pencil:
From the Address interface you can modify the address values and then click ‘Save’: