Adding Multiple Addresses: Current & Previous


With MerusCase, you have the ability to add an infinite amount of addresses. This allows you to track a contact's Previous Addresses as well as his/her current Physical and Mailing Address.

 

Adding a New Current Address

 

  1. Navigate to the desired contact
  2. Once on the Contact Details Tab, click Edit.
  3. Scroll down to the Address Section.
  4. Click Add.
  5. Select a Label from the drop-down menu to indicate if this is a Physical or Mailing Address.
  6. Enter Street, City, Zip, etc.
  7. Enter the Move-In Date ONLY.

 

 

Pro Tip 1: If you enter a Move-Out Date, this address will no longer be listed as current and will instead be listed under the Previous Addresses Tab.

 

Adding a New Previous Address

 

From the Contact Details Tab:

 

Follow the same steps outlined in Adding a New Address, but also enter a Move-Out Date.

  1. Click Edit.
  2. Scroll down to the Address Section.
  3. Click Add.
  4. Select a Label from the drop-down menu to indicate if this is a Physcial or Mailing Address.
  5. Enter Street, City, Zip, etc.
  6. Enter the Move-In Date & Move-Out Date.

Pro Tip 1: Entering an anticipated Move-Out Date will not move this address to the Previous Addresses tab until that date has passed.

Pro Tip 2: In order for an address to be considered a Previous Address, a Move-Out Date must be entered.

 

 

From the Previous Addresses Tab:

 

  1. Navigate to the desired contact record by going to Contacts > Browse Contacts.
  2. Select the Previous Addresses tab.
  3. In the top right corner, click the blue Add Previous Addresses link to add a new entry.

 

 

 

 

Adding a new Previous Address