Versions Compared

Version Old Version 6 New Version 7
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Address/Telephone tab allows users to add specific contact details for a client such as telephone numbers, email addresses, and websites.

...


Expand
titleAddress Group - Click here to expand...

You can define as many addresses as required. 

Adding an Address

  1. Enter the address details under the Address group.
  2. Click on the right-arrow button (Image Modified) to move the address into the Addresses list on the right hand side of the dialog.

Note

...

To alter an address, select it from the Addresses list and click the left-arrow button (Image Modified), edit the information, and click the right-arrow button to return it to the Addresses list.

Note

...

A Primary and Postal address must be entered. This can be the same address.

Expand
titleTelephone Numbers Group - Click here to expand...
  1. Enter the telephone details under the Telephone group.
  2. Click the right-arrow button (Image Modified) to move the contact details into the Telephone Numbers list on the right hand side of the dialog.

Note

...

To remove redundant or incorrect contact details, select the value from the Telephone Numbers list and click the left-arrow button (Image Modified).

...

Important Concepts

  • 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.
  • Set Primary: Click the Set Primary toolbar button to set a different address or telephone number as the primary.
  • The Online Map popup button can be used to open Google Maps.
  • The field related to Addresses Registered Office? indicates if this address is the office that is registered for tax purposes. If P.O Box, DX Number, Reply Paid or Locked Bag are chosen for the Address Description then Registered Office? will be set to No.

Process Navigation


Create a New Client

Image Added Create a New Client 

Image ModifiedGeneral 


Image ModifiedAddress\ Telephone


Image Modified Contacts


Image Modified Marketing


Image Modified Services



Image ModifiedReferences


Image ModifiedAccounts


Image Modified Employment


Image Modified Assets


Image ModifiedLiabilities