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Creating and managing addresses

How to create addresses, use the Addresses page, and manage address records in Vantage.

The Addresses page is where you create, view, and manage all addresses in your workspace. You can also create addresses inline from events, clients, opportunities, projects, and asset forms.

  1. Go to the Addresses page in the left sidebar.

  2. Click Add new address.

  3. In step 1, enter the location. You can type in the Search address field to use Google Maps autocomplete, or fill in the fields manually: Street (required), City (required), State/County, Country (required), and Post/Zip code (required).

  4. Click Next.

  5. In step 2, enter the Address name (required). Optionally add an Address ID, access instructions, and phone number.

  6. Click Save, or Save and add another to create another address straight away.

You can copy the address name from the street address or the ID using the quick-fill options in step 2.

Creating an address from other places

Anywhere you see an Address name dropdown (on events, clients, opportunities, projects, or assets), you can click + Add new address at the bottom of the list. The same two-step form opens, and the new address is automatically linked to whatever you were working on.

The Addresses page

The Addresses page shows all addresses in your workspace as a list with columns for Address name, Address ID, Street, City, State/County, Country, and Post/Zip code.

You can search by address name, street, city, state/county, zip/postcode, or country. Use the + Add filter button to filter by Country, City, or State/County.

Toggle between Active and Archived tabs at the top of the page.

The address drawer

Click any address to open its drawer. The drawer has two tabs:

  • Info: address name, address ID, full address, phone, and access instructions. All fields are editable inline. Click the full address field to open a separate editing drawer where you can change the location details.

  • Events: a list of all active events linked to this address, with columns for event title, people, event type, date, tasks, and status. Click + Add new event to create an event with this address pre-filled. Click View on event list to go to the Events page filtered to this address.

Archiving, restoring, and deleting addresses

Open the three-dot menu on the address drawer to archive or delete an address.

Archiving removes the address from your active list and from dropdowns, but keeps all historical data. Events that already use this address still show it. You can restore an archived address from the Archived tab.

Deleting removes the address permanently and clears it from all events that use it. This cannot be undone.

If an address is linked to one or more active fixed assets, it cannot be archived or deleted. Re-link the assets to a different address first.

FAQ

Can I edit an address after creating it?

Yes. Open the address drawer and edit any field inline. Changes to the address name, ID, full address, and phone update everywhere the address is used. Changes to access instructions only apply to new events going forward, not to events that already use this address.

Can I filter the Events page by address?

Yes. Click + Add filter on the Events page and select Address to narrow the list to events at a specific location.

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