SlideShare a Scribd company logo
Completing the Address Tab
Ensuring we can contact our customers by
correctly entering contact data into workflows
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
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
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

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Address Tab Review

  • 1. Completing the Address Tab Ensuring we can contact our customers by correctly entering contact data into workflows
  • 2. 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
  • 3. 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
  • 4. 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