Record a person's address and contact information

Process: Record a person profile

The system maintains a history of a person's addresses, including foreign addresses. When you add an address on a person profile, the system saves the address to the database and links it to the person record. Once an address has been added to the database, the address can be associated with any other person record.

When you record a person's address, you select an existing address, if available, or enter a new address.   

Record the person's address as follows:

1. Click the Address tab on the Profile screen. A list of this person's addresses appears in the Person Address table. This person's email and telephone information appears in the Person Phone/Email table.

2. Click Add Address. The Address Search screen appears.

3. Search for the person's address in the system. If present, select the address to add it to the person profile.
   
   If the address is not in the system, enter the new address. The Address Details screen appears.

4. In the Address Type field, select the type for the address.

5. In the Effective Date field, enter the date when this address is valid for the person.

6. Complete other information about this address, if necessary.

7. Click Save. You are returned to the Person Address screen, which displays the new address as the person's primary address.

8. To add phone or email contact information, click Add Contact. The Phone/Email Details screen appears. Select the type of contact and complete the details fields. Click Save. You are returned to the Person Address screen.

9. Click Next Task> below to continue.