Updating address history - Guide

These steps must be followed in order

STEP 1: Adding addresses

Step 2: Labelling addresses

Step 3: Adding Years and months

STEP 1: ADDING ADDRESSES

After passing DPA click the 3 dots on the top right of the customers account and click on addresses

On this screen make sure the customer current, previous and previous-1 addresses are in the list (only using previous and previous-1 if needed) If any addresses are missing we can add them in here using the search by postcode and selecting add address.

All we need is the addresses to be in the this list we are unable to change any of the details or add the years needed for the credit vet on this page. This is step 1 complete.

STEP 2: Labelling Addresses

After successfully completing step 1 we click the 3 dots again and select credit vetting this time.

On this page we can see the addresses we successfully added in step 1. Ask the customer for the current address, highlight this in the list, scroll to the right and in the type header drop down select this as current address. Repeat this process for previous and previous-1. Note that we do not need to put any years or months at the address on this step we are just labelling the address to place them in the correct order.

After this make sure the customers current address is also ticked as primary. This is step 2 complete.

STEP 3: Adding years and months

With step 2 complete we can now build the order, or go back into an order that has already been built. In the customers years at address section the address will now be in the order we set them as current, previous and previous-1.

In this section we highlight the address and change it to the years and months as given by the customer using the drop down arrows.

This now completes the new process of entering customers address and address history

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