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Setting Addresses in the Parties Tab

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago

9 STEPS

1. Click parties

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2. Click clients


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3. Click the three vertical dot on your client card


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4. Click view global profile


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5. To set the service address as the same for all clients, click apply this address to all clients


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6. If you wish to have the service and report address as the same, click report address same as service address

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7. You can also add your client's business address, if applicable

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8. If you wish to have a different reporting and service address, un-click report address same as service address and enter your reporting address


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9. The service address will appear on the client card

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Next step: Practice

start iorad content - don't remove it


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