How can I edit Counterparty addresses on the fly?
If you need to modify a Customer or Supplier address on the fly, you can do it right from the Brokerage Worksheet.
1. Click on the icon to the right of the 'ship to location' drop-down field.
2. This will open a box with the current information. Make any address changes needed.
3. Click Save. This will change any presaved primary address on the Counterparty form.
NOTE: at this time, there is no way to add or modify secondary locations with this shortcut.
If you have additional questions, please contact the Support Team via email to email@example.com.