How_do_I_modify_existing_locations_

How do I modify existing locations?

In Community Connect Portal, if you need to enter changes for a location, use Modify Existing Locations. Making changes to a location record will update Backflow Management and Utility Management. 

 

Updating a service address

Edit the location properties.

Do this...

1. Open Connect Backflow Management > Customers > Modify Existing Locations.

2. Enter a location number in the Lookup bar. Press Enter. You can also search by service address, street order, or Parcel ID by clicking on the Lookup drop-down list.

3. Make sure the correct record displays.

4. Now, update the fields as needed.

5. To save your changes, click Save (CTRL+S). To exit without saving, click Close.

The service address is updated.

 

Adding a landlord to an existing location

If a new landlord is taking control of an existing service location, you can update the location record with the new landlord's information.

Do you need to add or modify a landlord for an existing location?

  • Add an existing landlord to an existing location. Open Customers > Modify Existing Locations. Then, use the Landlord field to select a name from the drop-down list. The drop-down list will only show the names of landlords that have already been saved in the database.  

  • Add a new landlord to the database. Open Customers > Modify Existing Locations. Use the Landlord menu to select Add New. Fill in the form to add a new landlord to the database. Then, you can select the new name from the Landlord drop-down list on the Modify Existing Locations form.

  • Update a landlord that already exists in the database. Open Customers > Modify Existing Locations. Use the Landlord menu to select Modify.

 

Parsing street order

Parsing the street order allows you to separate the service address into distinct segments used by this program and USPS (United States Postal Service) to format a mailing address. It looks like this when you're done.

 

Do you want to parse the street order?

  • Yes, separate the service address into distinct segments. First, open Customers > Modify Existing Locations to look up a location record. Then, use the Street Address button to parse the address into house number, house number suffix, direction, street, and apartment/unit.

  • No, leave the service address as is. This is the default setting. Using this option means the system will use the street address exactly as it is entered in the Service Address field to search, sort, and report.

 

 

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