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Managing addresses

When you create a new entity, you can add one or more addresses to their profile on the New Contact, New Company, or New Household dialog.

You manage addresses for existing entities on the Contacts workspace, in the Detail tab, on the Addresses card.

When adding addresses, you can provide address types. An address type represents an address that can be entered for a contact in NexJ CRM. Common address types include business, home, or vacation. You can add as many addresses for an entity as needed by clicking the Add button

on the Addresses card and filling in the required information. When you add a new address, it displays at the bottom of the Addresses card.

For each existing address, several actions are available from the More Actions menu. You can edit, copy to clipboard, or delete an existing address. You can also display an address in Google Maps using your default browser by selecting Map in the More Actions menu.

Selecting existing household addresses

If the contact is a household member, you can select an existing address from their household profile instead of typing it in. On the contact's profile, in the Detail tab, click the Select Addresses button

on the Addresses card and select the existing household address you want to use.

The Select Addresses button is disabled if the contact doesn't belong to a household, if the household doesn't have any addresses, or if all household addresses have already been added to the contact's profile.

If you edit the address from a household member's profile, the changes are reflected on the household profile and on the profiles of any other household members using the address.

If you delete the address from a household member's profile, it is removed from the Addresses card only for that member. Addresses on the household profile or the profiles of any other household members are not affected.

Setting the preferred address

If the entity has multiple addresses, you should set one of the addresses as the entity's preferred address. The preferred address displays on the entity's banner and is identified on the Addresses card by a blue circle.

By default, the first added address for an entity is set as the preferred address.

Change the preferred address by clicking the More Actions button

for that address and selecting Set Preferred.

Clear a preferred address by clicking the More Actions button and selecting Clear Preferred.

If no address it set as preferred, then no address is displayed on the entity's banner.

Setting address defaults

After you add addresses to an entity, you can specify address defaults for quick communication and to fill merge fields. For example, if an entity has multiple addresses, you can set one of the addresses as the default billing address and another as the default shipping address. You can also set the same address  as both the shipping and billing address.

To set address defaults on the Addresses card, click the User Preferences button

and select address defaults in the Address Defaults dialog. You can set the following address defaults for an entity:

  • Bill-To Address
  • Business Address
  • Home Address
  • Mail-To Address
  • Preferred Address
  • Ship-To Address
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