Address Maintenance

Overview

The Address Maintenance page displays details of addresses that have been setup for use within your system. Addresses are typically associated with either a bank branch, bank account or both.

Depending on a users permissions it is possible to view, create, edit and delete addresses within the application from this page.

Each row within the table represents a single address and provides a summary for it that includes:

• Address name (for identifying the address in other sections of the application).
• The address itself.
• Number of bank branches which are using the address.
• Number of bank accounts which are using the address.

Creating an Address

Pre-requisites

• None

Steps

1. Click on either the '+' button in the header row of the address table or the 'New Address' button underneath the table.
2. A new window will appear containing a form of fields to fill in.
   Mandatory (required) fields have a red asterisk (*)  next to the field name. As a minimum you are required to enter:
   • Address Name - This does not form part of the address but is used as an identifier for the address in other sections of the application.
   • Address Line 1 - This should contain the first line of the new address.
3. Fill in the other address fields as required.
4. Once finished click on the 'Create' button.
5. If the address creation is successful, the table of existing addresses will update and now include the new address.

Updating an Existing Address

Steps

1. Locate the row that contains the address that you wish to update in the table.
2. At the end of the row containing the address that you wish to update, click on the 'Edit' button (this has an icon of a pencil on).
3. A new window will appear containing a form of fields which contain the current details for the address.
4. Update the address details as required.
5. Once finished click on the 'Save' button.
6. If the address update is successful, the table of existing addresses will update and the updated address details will be displayed.

Deleting an Address

Steps

1. Locate the row that contains the address that you wish to delete in the table.
2. At the end of the row containing the address that you wish to delete, click on the 'Delete' button (this has an icon of a rubbish bin on).
3. A prompt will be displayed asking you to confirm the deletion of the address. Check the details displayed to confirm this is the correct address.
4. If you are sure that you want to delete the address click the 'Delete' button.
5. If the address deletion is successful, the table of existing addresses will update and no longer include the deleted address.