Record the relocation of an organisation/person

In the case of a relocation you specify a different address for an organisation/person, including the effective date of the new address. The old address is saved in the address history of the organisation/person. Profit automatically determines the end date of the old address (one day before the effective date of the new address).

Profit saves all addresses in the central address table. An address can be linked to multiple organisations and/or persons. When you record a relocation, you select the organisations/persons the relocation applies to. This way you can quickly enter a relocation of all organisations and persons at the same old address to the same new address. However, if that is not desired, you can indicate that in the wizard.

You also use this option if you have selected an incorrect address for a contact.

Example:

Sales contact Firma Jansen will relocate to another address on March 1. The current address is 'Waalkade 23, 3456 BT Wingerden' and they are relocating to 'Piersonweg 31, 4567 JT Arnhem'.

To record a relocation:

1. Go to: CRM / Organisation/person / Organisation/person.
2. Open the properties of the desired organisation or person.
3. Go to the tab: Address history.
4. Select the address line with the address for which you want to record the relocation.
5. Click on the action: Add relocation.
6. Enter a date in New effective date.
7. Press: Tab.

   Profit displays the address window.

   1. Enter a value in Postal code/house no..
   2. Press: Tab.

      If based on the specified postal code and house number, the address is known in Profit, the remaining data is entered directly. If the address is not complete, a message is displayed and you can complete it.

   3. Click on: OK.
8. Click on: Next. 

   A view showing all address lines for the organisations and/or persons that use the address appears. By default, all addresses are deselected.

9. Select thecheck boxes for the lines the relocation applies to.

   If the relocation applies to both the residential address and the postal address of an organisation and/or person, also select the Postal address check box. The old address will be kept for organisations and/or persons that are not selected.

10. Click on: Finish. 

    You see the new address and the effective date you entered. Profit automatically enters an end date for the old address.