Adding and editing branch addresses

Add and manage several addresses on a customer's Overview tab, and for your own company under Team Settings → General. The main address cannot be deleted.

Adding an address to a customer

1. Open the customer's page (CRM → Customers → the customer's name).
2. On the Overview tab, find the Branch Addresses section.
3. Click Add Branch.
4. Enter the type (site or branch), a short label and the address.
5. Once saved, the address appears in the list.

Adding an address to your own company: the same way, in the Branch Addresses section below the billing address under Team Settings → General.

Loading from NAV: the Load branches from NAV button fetches the sites registered with the Hungarian tax authority, and you choose which ones to add.

Editing and deleting: each address has an edit and a delete button. The main address cannot be deleted; to replace it, first make another address the main one.

Changing the main address: Set as Primary makes any address the main one. The previous main address stays in the list and keeps its type.

If the Google Maps integration is switched on, you get suggestions while typing the address.