Navigation:  All Entities > All Entities Functions > Assessor > Assessor Functions > Add Assessor Address

When in an Assessor record, click from the side function menu (an Assessor may have multiple addresses ).  Fill in all the fields that are applicable, remembering that the areas that are in bold are mandatory fields and must be filled in.

 

Note: The greyed fields will either be completed by the system or be accessed later in another section.  For example, the Address ID will be generated automatically by the system.

 

 

•Primary Address: Tick the box if it applies, ensuring that only one primary address is chosen for each Assessor as it will default into the main Insurer Detail screen.

•Address Type: Select a type from the drop down list, making sure that it reflects the address that has been entered; i.e. PO Box, postal etc.

•Active: Tick the box for all the addresses that are used to contact the Assessor.

 

Click to Save all data.