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How do I change addresses for individual or multiple clients?

Article ID: 2347
Last updated: 17 Mar, 2015

You can add a new client address by using the Global Address Book or Find Client Address. Either is useful when you have a couple with the same address or an address that is used often throughout your clients.

Global Address Book

To change a client's address using the Global Address Book, follow these steps:

  1. Go to Client Hub from the home screen.
  2. Double-click on the client.
  3. Select Contact Information from the left-hand menu.
  4. Click on New Address.
  5. Select the Address type from the drop-down menu.
  6. Click on Global Address Book to display all addresses used so far.
  7. Find the address you want to use (using the search box if necessary).
  8. Select the address and click Use Selected to populate the address.
  9. Click on one of the following:
    • Use for this – to update the address for the current client only.
    • Use for all – to update the address for all clients who are linked with this address (useful for changing addresses).

Find Client Address function

To change a client's address using the Find Client Address function, follow these steps:

  1. Go to Client Hub from the home screen.
  2. Double-click on the client.
  3. Select Contact Information from the left-hand menu.
  4. Click on New Address.
  5. Select the Address type from the drop-down menu.
  6. Click on Find Client Address to open a new window.
  7. Find the client whose address you want to use.
  8. Select the client and click Continue to see all addresses for that client.
  9. Select the address you want to use and click Use selected to populate the address.
  10. Click on one of the following:
    • Use for this – to update the address for the current client only.
    • Use for all – to update the address for all clients who are linked with this address (useful for changing addresses).
Article ID: 2347
Last updated: 17 Mar, 2015
Revision: 9
Views: 481
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