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Create New Community Member - Company Address window

The Company Address window is displayed when adding a new company or personal company. This window is also displayed when you create a Synergetic constituency member, such as a debtor.

Create New Community Member - Company Address window (synweb)

On Company Address window:

  1. Enter the community member's company address. If address validation is:

Tip: You can narrow QAS search results by typing more details of the address.

  1. If the company's postal address is different from their company address, clear the Postal Address Same field and click Next button (New community member, synweb).

    The Postal Address window is displayed.

    Create New Community Member - Postal Address window (synweb)

  2. Enter the company's postal address. If address validation is:

Tip: You can narrow QAS search results by typing more details of the address.

  1. Click Next button (New community member, synweb).

    The following windows are displayed after the Company Address window, depending on the selections made:

Create New Community Member - Company Address window key fields

Address search area fields

Note: For information about enabling address validation using the Quick Address System (QAS), see Configuring address validation in the Synergetic System maintenance manual.

Field

Description

Address search

Search for the community member’s address online using the Quick Address System (QAS).

To search for an address:

  1. Select the country using the Country drop-down list.
  2. Type the address into the Address search field.

    Entering QAS address (synweb)

    The list of matching addresses is displayed.

  3. Select the address you would like to add.

    Tip: You can narrow search results by typing more details of the address.

Country

Select a country from this drop-down list to filter the addresses displayed in the Address search field.

Enter Manual/Overseas Address

Select to disable the Address search area fields and enter the address manually.

General area fields

Field

Description

Postal Address Same

Clear if the postal address is not the street address.

When you click Next button (New community member, synweb), the Postal Address window is displayed.

Silent Phone

Select if the phone number is not generally available to staff.

Last modified: 30/03/2017 11:12:47 AM

See Also

Community creation windows

Create New Community Member - Possible Name Matches window

Create New Community Member - Spouse Name window

Create New Community Member - Home Address window

Create New Community Member - Select Couple Relationship window

Create New Community Member - Phone/Occupation window

Create New Community Member - Identity and Access Manager (IDAM) Search Results window

© 2017 Synergetic Management Systems. Published 29 June 2017.

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