CardExchange Solutions Documentation

Address Details

In the Person Details screen, you will find several tabs at the top. The second tab is the Address Details tab.

Clicking on the Address tab will take you to the Address Details overview for that person’s record, where each address associated with the record is displayed in its own pane.

Adding a New Address

  • To add a new address, click the + button located in the top right corner.

  • Fill in the address details in the form provided.

  • Once completed, click Save and Close to return to the Address Details overview.

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Managing Existing Addresses

Within each address pane, you have the following options:

  • Clock Icon: Click to view the history of changes made to the address.

  • Three Dots Menu: This menu provides options to Edit or Delete the address.

The Address Details section allows you to manage multiple addresses associated with a person's record, with the ability to track changes and update or remove addresses as needed.