Group Customer Address

Once a Group Customer has been added to the system, addresses need to be associated with that Group Customer. Multiple addresses can exist for a Group Customer, with one identified as the default addresses. Addresses can be update and deleted (expired) as needed.

Note: Phone numbers can be associated to the addresses, by clicking the Phone icon in the address row of the table.

Steps to Enter Customer Address Information

  1. Search Customer using the Unified Search method either by entering the Name or using the wild card (%). The Customer screen appears.

  2. From the Customer Entity Navigation list, click Address link. The Address screen will open.

  3. Click Add address. A new row is inserted in the table of the Address screen with address fields.
  4. Select the type of address from the Address Type drop-down box. The address fields will change according to the selection in this box.

  5. Select the Country from the Country drop-down box. The address fields will change according to the selection in this box.

  6. Enter the address information for the Customer.  
  7. Click Save .

Note: The first address entered will be considered the default address and will appear at the top of the address screen. To change the default address, click the radio button next to the address to use as the default address.

Default Address

The default address number is assigned when the radio button next to that address is clicked. If a address is marked as the default, it cannot be removed. If the address number that has been designated as the default needs to be removed, then assign another address number as the default and then delete the original default address number.

Delete Address

Addresses are never really deleted from the application; however, they can be expired. When an address is no longer needed use the delete icon to update the address status from active to expired. Expired addresses will still appear in the address list unless configuration prevents them from appearing.

Steps to Delete a Address

  1. Search Customer using the Unified Search method either by entering the Name or using the wild card (%). The Customer screen appears.

  2. From the Customer Entity Navigation list, click Address link. The Address screen will open with address list.

  3. Click the delete icon in the address record.

  4. Click Yes when the Delete address confirmation window appears. The status of the address should now be listed as expired.

Update Address

Customer address information can be updated as needed. When an address needs to be updated open the address and update the fields.

Steps to Update Existing address Information

  1. Search Customer using the Unified Search method either by entering the Name or using the wild card (%). The Customer screen appears.

  2. From the Customer entity navigation list, click Address link. The Address screen will open with address list.

  3. Click the address record to edit in the table. The record will open expanding the row with address details.

  4. Make the changes to the address information.

  5. Click Save.

Important   Address Types will appear in the drop down selection according to the Customer Type. Customer address types will only appear as they apply to the applicable Customer/Corporate/Company Customer type.
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