Updating a Customer/Job Address on an Existing Record

Navigate to your "Customers" tab
Click here or in the top navigation bar from any screen:

Select the customer
On the Customers page, search for and click on the customer you would like to modify:

Edit the details
Edit any fields you want changed and then press save:

Select the record
After saving, go to the customer's history to locate the record you want to update:

Update the record
On the right-hand side, click "Edit":

Approve & preview
Without making any changes, select Approve & Preview. This will update the record with their new details.

A pop-up may appear asking if you'd like to change the issue date. In this case, select no.

Navigate to the "Job Addresses" Section
Click here or, in the top navigation bar, locate and click on "Job Addresses":

Select the job address
On the Job Address page, select the job address you would like to modify:

Edit the details
Edit the field you want changed and then press "Save":

Select the record
After saving, go to the job addresses' history and locate the record you want to update.

Update the record
On the right-hand side, click "Edit":

Approve & preview
Without making any changes, select Approve & Preview. This will update the record with the new job address.

A pop-up may appear asking if you'd like to change the issue date. In this case, select no.