Hi everyone
Just a quick question, how do you update address details on customers records? Are you updating in the general tab or are you using the contact details tab? If you use contact details tab how does this affect data protection?
Thanks
Annie
Hi Annie,
Just another thought on this, for amending existing addresses (such as for correcting a typo) then updating on the General tab is fine however if changing an address completely, this should be done on the Contact Details Tab. From here you would set the new address as 'Primary' using the primary check box (for this address to appear on the General Tab) and inactivate the old address if no longer used. This enables you to keep the customers historical address information.
Best wishes
Emma