Edit Household Address Data

Use the EDIT ADDRESS window to correct or update the information stored on an existing Address record.

Steps

1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Addresses tab.
3. Scroll through the Address list until you find the row you want, using the arrow icons or a page number if your list covers more than one page.
4. Click the three-dot menu in the ACTIONS column for that row and select Edit Address.
5. Update any of the fields as needed (see below), then click Save Address to confirm.

Fields You Can Edit

• Lot Number — an optional unique identifier for the individual Address, commonly taken from your community’s plan numbers.
• Country — chosen from a dropdown; defaults to no country selected.
• Address and Address Line 2 — the street address, split across up to two lines.
• City and State — city name typed in, state chosen from a dropdown.
• ZIP Code — the five-digit postal code.
• Select Primary Residents — an optional checklist to assign or change which household member’s name appears on invoices for this Address. This field only shows options when the Address is linked to a Household that has members attached to it.

To exit without saving, click Cancel, press Esc, or click the X in the top right corner of the window.