FLEX Ten Address Change

FLEX Ten FLEX Ten Quick References FLEX Ten Address Change

This document provides instructions for managing and updating account addresses within the FLEX Ten system.

Accessing Account Address Management

To manage or update an address on an account:

  • Navigate to the account screen.
  • Hover your mouse over the address area.
  • You have two options to access the editing interface:
    • Click the edit address icon that appears.
    • Right-click in the address area and choose “edit address” from the drop-down list.

Managing Addresses

Once in the address management screen, you can perform the following actions:

Adding a New Address

To add a new address to the account:

  • Click the plus sign (+) icon located on the right-hand side of the screen.
  • This action will enable you to input details for a new address.

Editing an Existing Address

To modify an address already on file:

  1. Hover over the existing address you wish to edit.
  2. Click the edit icon that appears.
  3. Make the necessary changes to the address fields. This includes the ability to modify the “bad address and red flag” section.
  4. Once all changes are made, select “next”.

Deleting an Existing Address

To remove an address from the account:

  • Hover over the existing address you wish to delete.
  • Choose the delete option.

Address Verification Process

After making changes to an address and selecting “next”, the Address Verification section will appear:

  • The system will display the current information you have typed into the address fields.
  • It will also offer a USPS suggested address.
  • You must select one of the following options by clicking the corresponding radio button:
    • Choose your current typed-in address.
    • Choose the USPS suggested address.
  • After making your selection, click “continue”.

Setting Address Types

The next section allows you to define how different address types (e.g., mailing, billing) are associated with addresses:

  • To use the same address for all address types:
    1. Click the drop-down menu next to “all” on the left-hand side.
    2. Choose one of the available addresses, and it will automatically populate that address for all other types.
  • To use different addresses for different address types:
    1. Click the drop-down button next to “all”.
    2. Choose “blank”.
    3. This action will open up the fields to the right of each address type, allowing you to manually set a different address for each specific type.
  • When finished, choose “next”.

Choosing Update Options (Usage)

The final section determines whose address usage is being updated:

  • The system will display the account owner (e.g., Shannon Lavender) and any other entities, members, or joint owners that are currently using that address.
  • You must decide who the address update applies to:
    • If the update applies only to the primary account holder’s address usage (e.g., “Shannon Lavender’s address usage on this account”), choose “no”.
    • If you intend to update the address for all listed entities or members using that address, choose “yes”.

Saving Changes

To finalize and save your address changes:

  • After selecting the appropriate update option, click “save”.
  • Your changes will be saved and visible immediately.