Page Comparison

IMPORTANT CONCEPTS

• Clear Address/Telephone Fields (Image Modified): click to clear the address or telephone information.
• Address (Description field): if a client has lived at their current address for less than two (2) years, some finance institutions require a previous address. Selecting Street Address - Previous from the Description field will allow the entry of a previous address.
• Postal Address: if there are multiple addresses in the Addresses list, one of these must be selected as the Postal Address. By default, the first address entered will be selected as the Postal Address although users can click the Set Primary button (Image Modified) to set the Postal Address.

• Custom? Field: allows the user to specify a non-standard address, such as a foreign address.

• Copy Address Button (Image Modified): located next to the group heading, this allows users to copy address details from the contacts into the client's own details. This only applies to clients who have one or more contacts listed.

• Copy Number Button (Image Modified): located next to the group heading, this allows users to copy telephone details from the contacts into the client's own details. This only applies to clients who have one or more contacts listed.

• The Online Map popup button can be used to open Google Maps.