Changing the Contact Address State

Owned by Persia Xenopoulou (Deactivated)
Last updated: Jan 10, 2017 by p_demou (Deactivated)

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What is the Contact Information Address State

Accessing Historic address data might be necessary sometimes. Addresses can be in either of two states: 'Active' or 'Inactive'. Validations are always applied on 'Active' records. 

If a customer requests a change of address, the system provides you with the option to save the previous address for future reference by changing its status to 'Inactive'. If you have an 'Inactive' Business Address you are allowed to create a new 'Active' address. If you already have an 'Active' Business Address you cannot create a second ('Active') one.  

Turning an Address to 'Inactive' is an action available to all users. Users also have the option to view 'Inactive' records.

Validations and Restrictions Table

ActionValidationsRestrictions
Deactivate
  •  The address is not used by other entities
    • Subscriptions - Subscription Address
    • Jobs - Job Address
    • Accounts Receivable - Billing Address
  • The address state is 'Active'
Activate
  • No other address exists with the same address type
  • The address state is 'Inactive'
Remove
  • Not Applicable
  • The address state is 'Inactive' 


Working with Active Addresses

  1. Go to Addresses Tab
  2. You have the option to VIEW INACTIVE ADDRESS or DEACTIVATE existing

ACTIVE ADDRESSES

Working with Inactive Addresses

  1. Go to Addresses Tab

  2. You have the option to VIEW ACTIVE ADDRESS, ACTIVATE or REMOVE existing
    INACTIVE ADDRESSES


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