Editing Addresses in a job, customer, supplier, or contractor record.

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Address > Edit Address

Address that have been "Verified" by the system can NOT be edited and should be deleted and re-entered. There may be times when you need to edit a Non-verified address in a record type such as, Customer, Jobs, Suppliers, Contractors and Employees. The process to edit a non-verified address is identical no matter what type of record the address to be edited is in. Whenever a non-verified address is edited ,the system will attempt to verify the accuracy of the edited address entered. A correct verified address will result in a map of the location. You can pan and zoom in this map as needed.
Address verification is a powerful time saving feature that was requested by the community of members and delivered by MyOnlineToolbox.

Step by Step

Editing a non-verified address is an identical process no matter what type of record you are editing the non-verified address to. For the purpose of this example, we will demonstrate how to edit a non-verified address in a Customer record. Editing a non-verified address to any other record type within MyOnlineToolbox will be the same.

Place your cursor over "Customer" in the "Main Navigation Bar" at the top.
The customer list is now open.
Choose the record you wish to edit by clicking on the customers name, else click the "New Customer" button in the "Action Tool Bar" at the top right.
The "Customer Information" tab is now open.
Looking down the "Customer Information" form, find the "Addresses" box.
Find the address in the list you wish to edit. This address must be a "non-verified" address as "Verified" addresses can NOT be edited and must be deleted and re-entered. Look for the "Green Check Mark" in the "Verified" column.
The "Address Input" window is now open with the current address information presented.
Now change any information needed in the text boxes provided.
Click the "Verify Address" button near the bottom of the window.
The screen will refresh.
If the system presented a verified address, simply click "Save Address". If not skip to step #14.
The "Address Input"window will close and the new address is now visible in the Address list.
Click save in the "Action Tool Bar" at the top right.
If no address was found you may re-enter the same or different address information and try to verify the address again or you can choose the save the address you entered by clicking the "Save Address" button at the bottom of the window.
The "Address Input"window will close and the new address is now visible in the Address list.
Click save in the "Action Tool Bar" at the top right.

Quick Tips

Only "non-verified" address are edited. Address that have been "Verified" by the system can NOT be edited and should be deleted and re-entered using the "Add New Address" button.