When you change an address in Epic in Account Detail, you may get a pop-up box after you change the address asking where else you'd like to apply the address to. This is the screen you start on to change the address: 





 







Hi Melanie,
 
 I understand you are curious about that Apply To address change. Basically the Apply Address to Other Items function in Epic allows you to copy an updated address to Contacts and Send Invoice To on policies. It doesn't affect the actual applications on policies because majority of the time an endorsement would be needed in order to make a change in the application and it would be too complicated for the system to add the endorsement to make that change in the application itself. That is why you still need to manually endorse and edit the address on apps.
 
 I'm also including some info from the Help File on this below:




    1. If necessary, click the Apply Address to Other Items button to push the currently displayed address to other contacts, policy lines, and/or associated transactions. Make sure you review the address carefully before proceeding, as it will copy to other areas exactly as it displays here. Toggling the Use account's address checkbox or changing anything in the address itself cause the Apply Address to Other Items popup to display, because updating either one resets the contact's address.
       
    1. The Apply Address to Other Items pop-up window displays. Perform the following steps:
    1.  
      1.  
          1. Select any contacts to whom you want to apply the address, or click the Select All link label to apply the address to all contacts listed. Only contacts who do not have the Use account’s address checkbox selected display in the list. Click Next to continue.
          2. Select any policies to which you want to apply the address, or click the Select All link label to apply the address to all policies listed. Click Next to continue (
          1. The part that refers to policies is just the Send Invoice To area in the Servicing/Billing > Billing area in a policy. Not in the application of the policy.)
          1. You can apply the address to both open and future items: 
            1. The Open and future transactions on client contracts and Open and future transactions at the account level checkboxes are selected by default. Deselect them if you do not want to apply the address to these items.
            2. If you selected any policies in the previous step, the Open and future transactions associated to selected policies checkbox defaults selected. Deselect it if necessary.
          2. Do one of the following: 
            1. Click Cancel to exit the workflow and close the pop-up window without making any changes.
            2. Click Previous to change your selections in a previous step. Your current selections are retained.
            3. When you are sure that you are ready to apply the address change to the options you have selected, click Finish. The Apply Address Update pop-up window displays a progress bar, with options to Minimize or Cancel. However, Applied does not recommend clicking Cancel, as it may not undo an address change in progress, and there is no way to audit which parts of the action have been completed.
               
            1. Once the address updates are complete, an Address Change Results spreadsheet that documents the changes made is added to the account’s Attachments list. The spreadsheet contains separate worksheets for updated contacts, lines, and transactions, as well as any items that failed to update.

         
         
         Calli Wickes | Platinum Support Technician
         Applied Systems, Inc.
        www.appliedsystems.com | [email protected]
         P: 800-999-6512 F: 708-534-8016
         24/7 Customer Support: 800-999-6512 |         [email protected]