To update the address of Client record, use the Change Address link on the Client Summary page:

Users can update the address and telephone details of the Client using this activity.

There is also the option to update the address of any linked Contacts by selecting them from the Contacts section. Users may not want to update the telephone number of the Contact if it is a direct dial number, so by default this will be excluded. However, if users want to update the Contact's telephone to match that of the Client, they should tick the box labelled 'Update Contacts telephone number as well?' When this is ticked, it will update the telephone number of the selected Contacts to be the Client's updated telephone number.

To update the address of any 'Open' Jobs linked to a selected Contact, users should tick the box labelled 'Update Jobs linked to selected Contacts' . This will update the address of all open jobs linked to the selected Contact to that of the Client's address.

Did this answer your question?