Document number: 18019

 

To update a Customer address in Vantive, open a Customer record and edit by doing the following:

1. From the main Vantive toolbar, select File, next select Open, then Customer Information, then Address.
   
   
2. From the search criteria on the bottom part of the screen, enter the Customer Id, then click the Search button.
   
   
3. Once your customer is located, select the desired address from the list at the top of the screen and double-click to open the record.
   
   
4. Modify the customer address, editing the information as needed (blue fields can't be edited), and save your changes by clicking on the "Save Record" (blue check) icon. All associated records (i.e. contacts) will be updated.

Deleting a Customer address.

Addresses are not deleted in Vantive. If an address is no longer valid for a customer, you have two options:

• Edit and write over the old address information. Note: All contacts linked to this address will reflect the new address.
  

or

• Remove all contact links to the address and don't use it anymore.

If you are an Account Manager and you don't have the correct permissions to edit this information, please contact Technical Support Operations .

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 1998 All rights reserved.
Created: pjb 07/14/1998
Revised: pjb 10/01/1998