Add New Client Wizard - Step 3

Last modified 13:30, 20 Oct 2016

Overview

The Client Address Details you enter in the Add New Client Wizard - Step 3 window will appear on the Addresses tab of the Client page.

Enter a new address for the client

  1. Select the Address Type that you want to add details for and then click the ellipsis bttn_ellipsis.gif in the Address field.

  2. On the Address Search and Maintenance window enter the address details into Address Lines 1, 2 and 3. These may be the house name, street number and street name. 

  3. Enter the name of the Town, State, Post Code and Country and then click Link.

  4. Click OK on the Link New Address prompt.

  5. On the Success message click Yes.

The Client Address Details window opens displaying the details for the Address Type just entered. The new address is added to the database and you can link it to other contacts, clients, suppliers and employees.

  1. Repeat Steps 1 to 5 for each Address Type needed.

  2. Enter the Phone, Fax and Mobile numbers.

  3. Right-click  Enter EMail Address Here and over-type the email address. (If you left click on the link, you will open a new email message.)

Note

You can choose to continue with the Wizard to add the client to the database or click Finish and complete the details on the Client page later.

  1. To continue using the Wizard, click Next.

The Step 4 window appears for you to enter any notes you need about the client.

Link an existing address to the client

  1. Select the Address Type that you want to link to in the database and then click the ellipsis bttn_ellipsis.gif in the Address field.

  2. On the Address Search and Maintenance window, in the Find a drop-down list, select the part of the address you want to search on.

  3. In the which starts with field, enter the search text you want to find and then click Search.

  4. On the  search results list click the address you want to link the client to and then click Link.

  5. To see who else is linked to the address click Show.

  6. Click OK on the Success message. The Client Address Details window opens showing the details for the Address Type just located.

  7. Repeat Steps 1 to 6 for each Address Type you want to enter for the client.

  8. Enter the Phone, Fax and Mobile numbers.

  9. Right-click Enter EMail Address Here and over-type the email address. (If you click the link, you will open a new email message.)

Note

You can choose to continue with the Wizard to add the client to the database or click Finish and complete the details on the Client page later.
  1. To continue using the Wizard, click Next.
    The Step 4 window appears for you to enter any notes you need about the client.

Copy from

The Copy from option is available on the Address tab within Add New Client/Contact/Supplier Wizard, allowing users the ability to copy an address from one type to another address e.g. if the client has the same home and business address.

The Copy from option contains a list with all address types:

To copy an address set on a type to another address type:

  1. On the Address tab from the Add New Client/Contact/Supplier Wizard highlight an Address Type: e.g. MAIN
  2. On the Copy from field leave the None option to add the new address.
  3. Enter the details of the address that will be used for other address types: Post Code, Address, Town, County, Country, Start Date.
  4. Highlight another Address Type: e.g. Billing Address
  5. From the Copy from drop down list select the address type that already has an address set. (MAIN in this example)
  6. The Billing Address is populated with the details from the MAIN address.
  7. Click Finish.

The newly created client has both addresses - MAIN and Billing - with the same details:

An address type that copies the details of an address will be excluded from the Copy from list for another address type. In the example above, if the Home Address is selected in the Address Type section, the Billing Address will not be displayed in the Copy from list because it uses the details from the MAIN address.

 

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