Addresses

Once a client has been added, addresses need to be associated with the client. You can enter multiple addresses for a client while selecting one address as the default address. Addresses can be updated and deleted (expired) as needed.

Steps to Enter Client Address Information

Select Client | Search from the Main Menu.
Enter the search information for the Client record where you want to add the address and click Find.
Click the client record when it appears in your search results. The client record will open.
From the Client left navigation menu select Address. The Address screen will open.
Select the type of address that you are entering from the Address Type drop-down box. The address fields will change according to the selection in this box.

Note: If you select EFT (Electronic Funds Transfer) then you will enter the account information at the bottom of the screen.

Enter the address information for the new client.
Select Save from the bottom of the screen. The first address you enter will be considered the default address and will appear at the top of the Address screen. If you want to change the default address, click the radio button next to the address you wish to make the default address.

IMPORTANT: If you need to add another address for the client, make sure to select the New button on the Secondary menu. If you simply begin typing your information it will overwrite the existing address.

Default Addresses

The default address is assigned when the radio button next to that address is clicked. You cannot delete the default address. If you need to delete the address that has been designated as the default, then assign another address as the default and then delete the original default address.

Delete Addresses

Addresses are never really deleted from the application; however, they can be expired. When an address is no longer needed you can use the delete icon to update the address status from active to expired. Expired addresses will still appear in the address list.

Steps to Delete an Address

Select Client | Search from the Main Menu.
Enter the search information for the Client record where you want to delete the address and click Find.
Click the client record when it appears in your search results. The client record will open.
From the Client left navigation menu select Address. The Address screen will open.
Click the delete icon to the right of the address you want to delete (expire).
Click Yes when the Delete Address confirmation window appears. The status of the address should now be listed as expired.

Update Addresses

Client address information can be updated as needed. When an address needs to be updated, you can open the address and update the fields.

Steps to Update Existing Address Information

Select Client | Search from the Main Menu.
Enter the search information for the Client record where you want to update the address and click Find.
Click the client record when it appears in your search results. The client record will open.
From the Client left navigation menu select Address. The Address screen will open.
Click the address you want to update. All existing addresses are listed at the top of the address screen.
Make the changes to the address information.
Click Save.