startHow to edit supplier address details
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How to edit supplier address details

CCH Practice Management
Last update: Reading time 3 minutes
SuppliersAddresses

    Note: You can add and edit addresses in the Address Maintenance window regardless of which Supplier page you access the window from. However, if you want to create or edit a link from an address to a supplier, you will need to open the Supplier page for that supplier.

    You can edit an address in a supplier's profile in two ways:

    The instructions for both of these methods are detailed below.

    Note

    : New address types and Other Details types must be created by the system administrator using the following menu path via the Maintenance > System > Address/Phone > Address Type...and Phone/Email Types... before they can be accessed from within the Detail tab.
    An address type can only be used once per supplier.

    To edit a link to an address for a supplier:

    1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../280_How+to+edit+supplier+address+details/Supplier_button_on_main_toolbar_SMALL.gif.
    2. The Find Suppliers page is displayed.
    3. In the Search for field, type in the name (or part of the name) of the record you want to search for.
    4. Click Search or press the [Enter] key. The records that match your search criteria are listed in the window.
    5. Double-click the record in which you want to edit the address link. The Supplier page for the selected record is displayed.
    6. Click the Detail tab to display it.
    7. Click the Search button File:dirname/pm/030_Suppliers/140_How+To.../280_How+to+edit+supplier+address+details/search_button.gif.
    8. The Address Maintenance page opens displaying addresses currently linked to the selected supplier.
    9. Click in any cell that you want to edit and modify the address.

    CAUTION: 

    Any changes made to an address will apply to all the contacts, clients or suppliers that use the address.

    10. Click OK to save the changes and return to the Detail tab of the supplier page.

    To edit an address for a supplier

    1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../280_How+to+edit+supplier+address+details/Supplier_button_on_main_toolbar_SMALL.gif.
    2. The Find Suppliers page is displayed.
    3. In the Search for field, type in the name (or part of the name) of the record you want to search for.
    4. Click Search or press the [Enter] key. The records that match your search criteria are listed in the window.
    5. Double-click the record you want to edit. The Supplier page for the selected record is displayed.
    6. Click the Detail tab to display it.
    7. Click the Search button. The Address Maintenance page opens displaying the addresses currently linked to the selected supplier.
    8. To edit an address, type directly into the fields.

    Note:

     Any changes you make to an address will apply to all the clients, contacts and suppliers with links to the address.

    9. Click OK to save the changes and close the Address Maintenance window. You are returned to the Detail tab. The edited address can be viewed when you select the type from the Address Type pick list.

    Related Topics

    About Suppliers

    About Addresses

    About Address Maintenance

    How to search for and open a supplier record

    The Supplier page

    How to view supplier details

    How to add or edit phone and email details for a supplier

    How to edit supplier address details

    How to unlink a supplier address

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