Contacts & Consent - Managing Contact Addresses
Contacts & Consent - Managing Contact Addresses
The Addresses tab on the Primary Homeowner Information page is where all address records for a homeowner or property are managed. From here, you can add additional mailing addresses beyond the primary property address, as well as edit or delete existing records. The property address itself is set on the Information tab and is displayed here for reference only.
Note: The Property Address is the main address for the property as it is entered on the Information tab of the Primary Homeowner Information page.
Adding Address Records
In addition to a homeowner's primary address, CINC Core allows you to store additional mailing addresses for a property or homeowner account. These addresses can then be made available to contacts based on your Drop Down Options configuration, giving each contact the flexibility to receive mail at their preferred location.
Follow these steps to add address records:
In CINC Core, go to Homeowners > Homeowners.
The Homeowner Listing page displays. Select the homeowner or property the contact should be tied to.
Click the Addresses tab at the bottom of the page.
The Addresses page displays. Click New.
Select the appropriate Address Type from the drop-down list.
Enter the appropriate Address information.
Enter the appropriate User Defined fields information.
Note: The User Defined fields are set up on the System > User Defined Fields page.
Click Save.
Editing Address Records
Address records can be updated at any time to ensure homeowner and contact mailing information remains accurate.
Follow these steps to edit address records:
In CINC Core, go to Homeowners > Homeowners.
The Homeowner Listing page displays. Select the homeowner or property the contact should be tied to.
Click the Addresses tab at the bottom of the page.
The Addresses page displays. Click the address record to be edited and make changes at the bottom of the page as needed.
If necessary, click the Activity Log link to view a history of changes made to the address.
Note: The Activity Log displays actions taken by CINC Core users as well as actions taken by homeowners on the My Profile page of the WebAxis Homeowner and Board Portal and Homeowner & Board App.
Click Save.
Deleting Address Records
Address records that are no longer needed can be removed from a homeowner or property account to keep contact information clean and up to date.
Follow these steps to delete address records:
In CINC Core, go to Homeowners > Homeowner Listing.
Select the homeowner or property the contact should be tied to.
Select the Addresses tab at the bottom of the page.
Select the checkbox(es) next to the address record(s) to be deleted and click Delete.
Click Ok on the confirmation window.