Managing Secondary Addresses from the Pre-Plans Organizer
Purpose
- To explain how to manage secondary addresses from the Pre-Plan Organizer
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PERMISSIONS: To manage secondary addresses from the Pre-Plan Organizer, a user must have the following
permissions:
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Navigation
- Navigate to Pre-Planning > Pre-Plan Organizer.
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- Search for the desired occupancy you wish to make a secondary (child) address.
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- Select the
in the Parent/Child column.
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- Enter the address of the parent (primary) occupancy you wish to associate this occupancy with.
- Select Change. Nice Job! You've just added a secondary address.
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Removing a Secondary Address
To remove the secondary address, search for the desired occupancy using Advanced Search.
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IMPORTANT: Ensure the Show Secondary Places box is checked so secondary addresses will appear in your search results.
Select the
in the Parent/Child column.
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Select No Parent/Child to remove the relationship to the primary occupancy.
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That occupancy is now a primary address. Good work!
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