Adding Mailing Addresses

Adding Mailing Addresses

Before filling in contact info on a Record, please review the Contact Info Overview article to become familiar with the structure AdvisorEngine CRM utilizes to store contact information.

  1. Navigate to the Record Detail of the Record you want to add a mailing address to.
  2. Navigate to the Details > Contact Information area of Record Information.
  3. Click +Add New.
  4. Set the select type drop-down to Mailing Address.
  5. Set the select recipient drop-down to the Record or one of the Persons on the Record.
  6. Fill in the address information. Pay special attention to the following optional fields as needed:
    • Type: Indicate the type of mailing address: home, business, etc.
    • Label: A unique text label to identify this mailing address.
    • Dear: A text field used to personalize correspondence in mail merges. Whatever you would put after “Dear...” in the opening of a letter is what should go here. For example, for the primary record address of George and Sally Andrews, this field could be filled in George and Sally.
    • Mailing Name: A text field used to personalize a mailing label. However you would address the Person or Record on a mailing label would go here. For example, for the primary record address of George and Sally Andrews, this field could be filled in Mr. and Mrs. Andrews.
    • Set as primary: Is this the primary mailing address to reach this Record or Person? Setting an address as primary makes it the default used for mass correspondence or when the Dear merge field is used.
  7. Click ADD to store the new mailing address.

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