How Do I Add A Client Address?
Overview
Clients can have one or more Addresses associated with each record. This guide talks through the process of creating a new Address for an existing Client.
Create New Address
Step 1: Find Existing Client
Select Clients > All clients and locate your client either by selecting it from the table or using the Search function.
Click the Client code to open the client record.
Step 2: Select Addresses Tab
Select the Addresses tab and click the New address button.
Step 3: Enter Address DetailsEnter in the following information to create a new address record:
Field
| Notes
|
Address 1
| The first line of the address.
|
Address 2
| The second line of the address.
|
Address 3
| The third line of the address.
|
City
| The city of the address.
|
State
| The state / county of the address.
|
ZIP code
(also displays as Post code when using UK English)
| The ZIP code of the address.
|
Country
| The country of the address.
Note - The country will automatically default to the default country associated with the user profile.
|
Primary
| The primary flag will automatically be set for the first address created for each client.
The primary address will be used when raising an invoice for the client.
|
Click the Submit button located in the bottom right hand corner of the form.
Related Articles
Related Articles
How Do I Create A Client?
Overview Clients are to be used whenever you want to associate a matter, invoice, receipt or trust account transaction. Each client record is linked to either an organization or contact record and is automatically assigned a unique client code. ...
Trust/Client Account Management Overview
Overview Law firms are required to operate under guidance from a local authority/bar association in most jurisdictions. As a general principle this requires that law firms deposit funds into a specific account that is separate from a lawyers own ...
How Do I Re-Assign Ownership Of A Client?
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a client record. Step 1 - Navigate To Clients List Select Clients > All clients and locate the Assign button: Step 2 - Assign Clients Select the new User to ...
Will Recording a Payment From Trust/Client Account Move The Money In My Bank Account?
Overview No, recording a payment from Trust/Client Account in Matters.Cloud will not move funds in your bank account. Additional Information When recording Trust/Client Account transactions within Matters.Cloud for example applying a credit / debit ...
Document Automation: Merge Fields
Overview The following section uses the notation«=client.name»to refer to Word MailMerge fields which are available to be included as part of templates uploaded to Matters.Cloud Fields: Document The following merge fields are available for the ...