Add Client Address

Once a client's address has been added, address need to be associated with the client. Multiple addresses can exist for a client, with one identified as the default address. Addresses can be updated and deleted (expired) as needed.

The addresses added by the user in the Address screen are displayed in a tabular format. To view address details, click the <Address Type> tab. The <Address Type> window appears displaying the address details.

Steps to Enter Client Address Information

  1. Search Client using the Unified Search method either by entering the First Name, Last Name, TaxID or using the wild card (%). From the search results, click the <Client Name>. The Client screen appears.
  2. From the Client entity navigation list, click Address tab. The Address screen appears with Address and History tabs. By default, the Address tab opens.
  3. Click Add icon, then the Add Address window appears.
  4. Select the type of address from the Address Type drop-down box. The address fields will change according to the selection in this box.
  5. Select the Country from the Country drop-down box. The address fields will change according to the selection in this box.
  6. Enter the address information for the client.
  7. Click Save.

Important: The first address entered will be considered the default address and will appear at the top of the address screen. To change the default address, click the radio button next to the address to use as the default address.

Add Phone to the Address

When the Client address is added, the record is displayed in the tabular view with Delete and Phone icons.

To add a phone number:

  1. Click the Phone Add Phone Icon icon, then the Phone Numbers window appears.
  2. Click Add Phone option, the Add Phone window appears.
  3. Enter the phone details and click Save.

Default Address

The default address number is assigned when the radio button next to that address is clicked. If a address is marked as the default, it cannot be removed. If the address number that has been designated as the default needs to be removed, then assign another address number as the default and then delete the original default address number.

Delete Address

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

Steps to Delete a Address

  1. Search Client using the Unified Search method either by entering the Name or using the wild card (%). From the search results, click the <Client Name> link. The Client screen appears.
  2. From the Client Entity Navigation list, click Address tab. The address screen appears with address list.
  3. Click the Delete icon in the address record. The Delete icon is available on the address record which is not the default address.
  4. Click Yes when the Delete address confirmation window appears. The status of the address should now be listed as expired.

Update Address

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

Steps to Update Existing address Information

  1. Search Client using the Unified Search method either by entering the Name or using the wild card (%). From the search results, click the <Client Name> link. The Client screen appears.
  2. From the Client Entity Navigation list, click Address tab. The Address screen appears with address list.

  3. Click the <Address Type> tab. The <Address Type> window appears. It displays address details.

  4. Make the changes to the address information.
  5. Click Save.