Pre-Planning: Address Details

Pre-Planning: Address Details

Purpose

  1. To explain the available fields within the Address Details section of a Pre-Plan.

Video


Directions

1. Click on the Occupancy icon.


Click on the Occupancy icon.



2. Click on the Billing Address toggle to enter a separate billing address for the occupancy.


Click on Billing Address same as Occupancy Address



3. Enter any special directions pertaining to the building.

Information entered into the special directions field can be configured to appear in the Building Story. Contact your Client Success Manager for configuration.
Enter any special directions pertaining to the building.



4. If address is linked to child occupancies, change the primary address as needed.


If address is linked to child occupancies, change the primary address as needed.



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