Address Tab Review

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Completing the Address Tab Ensuring we can contact our customers by correctly entering contact data into workflows

Transcript of Address Tab Review

Page 1: Address Tab Review

Completing the Address TabEnsuring we can contact our customers by

correctly entering contact data into workflows

Page 2: Address Tab Review

Youth’s Address Tab

PARENTS NAME SHOULD BE ENTERED IN STANDARD FORMAT

ONLY THE ID NUMBER PRECEEDED BY (T,I, OR X) SHOULD BE IN THE ID FIELD

PARENT 1 DOB SHOULD BE A NOTE IN EXTENDED INFORMATION

Page 3: Address Tab Review

Adult’s Address Tab

NO MATTER WHAT TYPE OF HOUSING IT IS WE USE THE TERM APT

USE COMMAS (WITHOUT SPACES) TO ENTER MULTIPLES PHONE OR EMAIL

DO NOT DUPLICATE FIELDS IN THIS PORTION OF THE CUSTOMER’S RECORD

Page 4: Address Tab Review

Quick Reminders

• Use the customer’s ID or residency verification to enter address

• Ask to confirm email addresses• USPS.com

– Using the look up zip code field will let confirm address formatting or check if an apt number is needed