Edit Address

Edit Address

Overview

The Edit Address feature allows users to update and maintain accurate location details within the system. Whether modifying home, office, or correspondence addresses, this functionality provides a simple, intuitive interface for quick adjustments. By ensuring address information remains current and reliable, the feature supports seamless communication, precise record‑keeping, and improved operational efficiency across the platform.

Start Editing Mode

  1. Option 1: Select the Edit icon from the context menu on the Contact card.
  2. Option 2: Select the Edit option drop-down on the Contact Details screen.
Option 1


Option 2

  1. After clicking the Edit button, a screen will appear where you can choose the section you want to modify.
  2. The following sections are provided on the screen:
    1. Address
    2. Avatar
    3. Communication
    4. Details
    5. Roles
  3.  To edit the address, click on the Address band. The Address screen will open in edit mode when you click the band.

Modify Addresses

In this section, you will find comprehensive instructions to help you edit or update existing contact addresses with ease. By following the steps outlined here, you can update the address details hassle-free.

View List of Addresses

  1. After clicking on the Address band, the address screen will appear, displaying the list of addresses.
  2. It is possible for a contact to have more than one business address.
  3. For instance, the following addresses are shown in the screenshot below:
    1. Business
    2. Billing
  4. You can also add a new address using the provided Add button. 
  5. A chevron icon is located at the end of each band. Clicking on it or anywhere within the band will allow you to edit a level further.

Edit Existing Address

  1. When you select a band from the address list, you will be taken to a corresponding address screen where you can modify the existing address. The screen will display various fields with pre-filled data.
    1. Address Type:
      1. This field allows you to modify the address type.
      2. A drop-down must include a list of options. Following is the list of address types:
        1. Billing
        2. Business
        3. Private
        4. Shipping
        5. Other
    2. Address Line 1: Please fill in the Address Line 1 and 2 fields with your physical address details. You can modify both fields if needed.
    3. Address Line 2: If the address is long and cannot be accommodated in Address Line 1, enter the remaining address in this field.
    4. Zip: The ZIP field allows you to edit the ZIP code.
    5. City: The City field allows you to modify the city name.
    6. Country: Use the drop-down menu to select the appropriate country from the list.
    7. To save any changes, click the Save button in the action area.
  2. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.

  1. When you try to exit the screen without saving your changes, a pop-up will appear seeking confirmation.
  2. If you discard the changes, click the Yes button.
  3. However, if you want to keep the changes, click the No button. This will close the pop-up. Remember to save your changes by clicking the Save button.

Delete Existing Address

  1. Once you hover over the address band, the Delete icon will appear in the row. 
  2. The Delete icon lets you delete your contact's selected address.
  3. To delete the selected address, click the Delete icon.
Notes
Please note that you cannot delete the address marked as the Default address. If you want to delete that address, first set another address as the Default, then delete the original address.


  1. When you click the Delete button for a band, a pop-up will appear to confirm the deletion.
  2. The pop-up will have two options - a Yes button and a No button.
  3. If you select the Yes button, the band will be deleted.
  4. However, the deletion process will be terminated if you select the No button.

Set Your Default Address

  1. When you hover over the address band, the Default icon will appear in the row. 
  2. The Default icons button lets you set a selected address as your contact's default address.
  3. To set the selected address as the default, click the Default icon.

  1. Once the chosen address is set as the default, a Default chip will appear on the band. 

Add New Address

  1. To add a new address, click the Add button on the screen.

  1. After clicking the Add button, an Add Address screen will appear.
  2. Fill in the details in the following fields:
    1. Address Type:
      1. This field lets you add an address type.
      2. A drop-down must include a list of options. Following is the list of address types:
        1. Billing
        2. Business
        3. Private
        4. Shipping
        5. Other
      3. Please note that if an option is already selected and an address has been created, it will not appear in the drop-down list. This means you cannot create two addresses of the same type.
    2. Address Line 1: Enter the physical address details here; this field is mandatory.
    3. Address Line 2: Provide the continuation of the address in this field.
    4. ZIP: This field allows the user to add the ZIP code.
    5. City: This field allows the user to add the City name.
    6. Country: A drop-down field allows the user to select the country. The user can select the required country name from the drop-down.
    7. To save any changes, click the SAVE button in the action area.
To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear. 

  1. The new shipping address has been added to the list.

  1. When you try to exit the screen without saving your changes, a pop-up will appear seeking confirmation.
  2. If you discard the changes, click the Yes button.
  3. However, if you want to keep the changes, click the No button. This will close the pop-up. Remember to save your changes by clicking the Save button.

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