Administrators can set up global addresses for one, some or all accounts in a consol code. The addresses are visible from the screens and > screens and are available to all groups that use the account(s).
Before you start
| 1. | You must have administrator privileges for the consol codes/accounts which use the addresses to be amended. |
| 2. | Define the consol codes / accounts which will be associated with the addresses and if using a bulk update, prepare the .CSV file as described in the second procedure below. |
OR
Type the full name into any of the search filter fields and then click Search
OR
If you only type part of the name/number into a field, use the asterisk wildcard.
| a) | View: displays all the details of the selected address in read-only format. |
| b) | Amend: displays all the details of the selected address enabling you to add, modify or delete individual fields. You can also upload a new .CSV file. |
If you choose Amend, go to the next step.
| c) | Delete: removes the selected address from the selected consol code(s) / account(s). |
| 5. | Amend the details as necessary and click Validate. |
| 6. | When you have amended the fields: |
| a) | When you have finished, click one of: |
Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).
|
OR
Type the full name into any of the search filter fields and then click Search
OR
If you only type part of the name/number into a field, use the asterisk wildcard.
| 3. | Click Download CSV File and save the file in preparation for editing it. |
| 6. | Click Browse to find the updated .CSV file, then click Open to select the file. |
| 7. | Click Upload Address List. |
The system displays various status messages at the top of the screen following the upload.
Addresses that are uploaded via .CSV need to be validated.
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