Managing customer addresses in Cinode is straightforward and helps keep your customer information well-organized. Follow the steps below to add and edit customer addresses within the Customers module.
Adding a New Customer Address
Navigate to the Customer Profile:
Go to the Customers section from the left-hand menu.
Select the desired customer from the list.
Click on the Details tab in the customer's profile.
Add an Address:
Scroll down to the Customer Addresses section.
Click the green + button labeled “Add an address.”
Fill in the Address Details:
In the Add an address pop-up form, complete the required fields:
Address type: Choose from available options such as "Billing Address," "Shipping Address," or "Other Address."
Street Address 1 and Street Address 2: Input the specific address details.
Postal Code, City, and Country: Enter the relevant information for the address.
Email: Optionally, include an email associated with this address.
Comment: Add any additional notes if needed.
Save the Address:
Click the green Save button to confirm and add the address.
The newly added address will now appear under the Customer Addresses section.
Editing an Existing Address
Locate the Address:
Navigate to the Details tab of the relevant customer's profile.
In the Customer Addresses section, locate the address you wish to edit.
Edit the Address:
Click the three dots next to the address to open the editing form.
Update the necessary fields such as street address, city, or email.
Additional Notes
You can add multiple addresses for the same customer by repeating the steps above.
Keeping accurate and updated address information ensures efficient customer communication and better record management in Cinode.