| 1. | To view a
customer’s Address Details, you must first be in the Account
Summary screen If you are not in this screen |
|
- Follow the guidance in Account Summary (
ADDM206)
Then
|
| 2. | To view the |
|
- Address Details, scroll down the Account
Summary screen until you can view the Address Details
- Address History
-
- Click on the Address Historic Details
hyperlink on the right hand side of the screen. You will be taken
to the Address History screen
Then
|
| 3. | On the Address History
screen |
|
- Click on the Details hyperlink and the
relevant Address Details will be displayed at the bottom of the
screen
- To go to the next page of the Address
Details Summary, click on the relevant page number or click on the
Next hyperlink
- Hover the mouse over the Maintenance Data
text to view when and where the last update occurred
- You can also go to the following screens
by selecting the appropriate hyperlink
-
- Account Summary
- Name History
- Contact Details
- Relationship History
- Interests History
- Award History, depending on your user
role
|
| 4. | To go back to the |
|
- Account Summary screen, click on the
Account Summary hyperlink at the top of the page
- ADD Home screen, click on the [Close]
button
|
| Note: If you accessed the Account Summary screen
from the Person Trace screen, click on the [Close] button to go
back the Person Trace screen and then click on the [Close] button
on the Person Trace screen to go back to the ADD Home screen |