Step 1: Accessing the Customer List

Let’s begin by navigating to the customer list:

• From the homepage of Swiftly Workspace

• Click on Sales

• Then select Customer List

This is where all your customer records are stored and managed.

Step 2: Opening or Creating a Customer

You can either:

• Click on an existing customer to update their address

• or

• Click the “+” button at the top right to create a new customer

Once inside the customer detail view, scroll to the Addresses section to begin adding an address.

Step 3: Adding an Address

Click “+ Add Address” and complete the following fields:

Standard Address Fields:

• Street – The name of the street (e.g., Rue du Trône)

• Number – The street number (e.g., 98)

Optional:

• Box – Box number if applicable (e.g., Box 12)

• Building – Building name or number (e.g., Trinity Tower)

• Department – Department, unit, or floor information (e.g., Floor 3, Finance Dept.)

Location Information:

• Postal Code – Numeric postal identifier (e.g., 1050)

• Town – A smaller locality if applicable (e.g., Watermael-Boitsfort)

• Postal Town – For postal-routing-specific cases (e.g., Bruxelles 5)

• City – The municipality or city (e.g., Ixelles)

• Country – Selected from a predefined country list (e.g., Belgium)

Additional Context:

• Observations – Notes or special instructions relevant to this address

• (e.g., “Deliveries only between 9am–3pm” or “Reception on second floor”)

Step 4: Enabling Geocoding

Once the address fields are filled out:

• Click “Geo-code Address”

• The system will generate map coordinates and center the view on the provided address

If the address is not correctly placed:

• You can drag and drop the pin to adjust the geolocation manually

• This ensures accuracy for routing, territory planning, and future integrations.

Geocoding is especially useful for delivery services, field teams, and territory mapping.

Step 5: Saving the Address

Once everything is filled in and geocoded:

• Click Save to store the address

• The address will now appear in the Addresses section of the customer record

You can add multiple address types per customer — such as:

• Billing address

• Shipping address

• Head office

• Or any custom type you need

Step 6: Reviewing or Editing an Address

To make changes:

• Click on the address entry

• The detail/edit view will open

• You can update fields, re-geo-code, or adjust the map pin as needed

• Click Save when you’re done.

You’ve now successfully:

• Navigated to the customer list

• Created or opened a customer

• Added a full address with all relevant details

• Geocoded the location and adjusted the map pin

• Saved and reviewed the address for use