Editing Company Address Information

About Editing Company Address Information

The Edit Company Details window allows you to edit a variety of information associated with an internal organization or company  Within the Address tab, you can add and edit street locations, cities, counties, and all other related information concerning the address of your current entries.  This feature is a valuable tool in maintaining an updated database with the latest contact information for your organization.

When Editing Company Information

  • You must be logged onto both ENOVIA and CES to access the Edit Company function.

  • Information contained within the Company Header cannot be modified.  This information is created during the initial company introduction and remains constant within the database.

Accessing the Edit Company Details Window

Within CES, there are many methods of accessing the Edit Company Details window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Search Results Window

  1. In the Search Results window, select the company that you want to edit.

  2. Right-click, and select Edit Company from the shortcut menu

-OR-

  1. Click the Edit Company button located in the Search Results window's horizontal toolbar.

Properties Window
  1. Within the Properties window of the company that you want to edit, click the Edit Company button located in the Properties window's horizontal toolbar.

How To Edit Company Address Information

For the following scenario, the Accessing the Edit Company Details Window: Search Results Window method is used to access the EditCompanyDetails window. 
  1. Conduct a search for the company that you wish to edit.  The Search Results window appears with the companies listed based upon your search criteria.

  2. As shown above, you can access the Edit Company function by either selecting the company and clicking the Edit Company button located in the horizontal toolbar, or right-clicking and selecting the Edit Company entry in the shortcut menu.  The Edit Company Details window appears.

  3. Click the Addresses tab to add and manage address information for your selected company.  The Addresses tab appears.

  4. To add address information to this tab, click the Add button.  The CreateUpdateForm window appears.

  5. Within the CreateUpdateForm window, you can add any relevant information regarding the location of your selected company by simply filling in the fields, or selecting the Available Values option. The Available Values function allows you to view those entries that are valid for that particular field.  To read more about the Available Values function, see Using Available Values.

  6. Once you have completed all the fields, click the Save button to commit your changes to the database.  All entries have been saved and are now displayed in the Address tab.

  7. To edit the existing information, simply click the Edit button to once again open the fields for editing in the CreateUpdateForm window.  To remove an entry, select the entry and click the Remove button, and the entry will be deleted from the CES database.

Edit Company Details: Addresses Window

This table describes the fields displayed in the Edit Company Details: Addresses window.

Fields Description
Address Type Identifies whether the noted address is for billing, shipping, both, etc.
Street Address 1 Identifies the street address of the company.
Street Address 2 Identifies additional street address information for the company
City Identifies the city in which the company resides
State Identifies the state in which the company resides
Postal Code Identifies the postal code address of the company
Mail Stop Identifies the mail stop of the company.
Fax Number Identifies the fax number of the company
Main Telephone Number Identifies the main telephone number of the company
Toll Free Number Identifies the toll free number of the company

This table describes the buttons displayed in the Edit Company Details: Attachments window:

Button Description
Opens the CreateUpdateForm window and allows you to add an address to your company profile.
Opens the CreateUpdateForm window and allows you to edit the selected address within the Addresses tab.
Deletes the selected address from the Addresses tab.

CreateUpdateForm Window

This table describes the fields displayed in the CreateUpdateForm window.

Fields Description
Street Address 1 Identifies the street address of the company.
Mail Stop Identifies the mail stop of the company.
Street Address 2 Identifies additional street address information for the company
City Identifies the city in which the company resides
Fax Number Identifies the fax number of the company
Main Telephone Number Identifies the main telephone number of the company
Toll Free Number Identifies the toll free number of the company
State Identifies the state in which the company resides
Postal Code Identifies the postal code address of the company
Country Identifies the country in which the company resides
County Identifies the county in which the company resides
Geography Identifies the continent in which the company resides
Address Type Identifies whether the noted address is for billing, shipping, both, etc.
Website Identifies the website of the company


This table describes the buttons displayed in the CreateUpdateForm window:

Button Description
Saves CreateUpdateForm window entry and creates the new company address in the CES database.
Discards your entries.