ADDM215 - ADD user guidance: address details (action guide)


To view a customer’s Address Details, consider steps 1 to 4 below

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

  • Go to step 2
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

  • Go to step 3
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
  • Go to step 4
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