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Adding a Customer's Address

Easily add your customers address in the document you are working on

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Written by Elaine Amas
Updated over 2 months ago

Rather than going to the 'Contact Record', you can add your customers address on the document you are working on.

Depending on the cover page you are using you may see By clicking this button, it will take your directly to this panel below. Take advantage of the Postcode look up feature to find the correct address quickly.

Once complete just click '+Create Address'.

The other way of adding customers address from the document screen is from the 'Properties' tab on the right hand side;

Properties give short cut access to Customer Details, Job Details, Company details, Styles and Hubspot Integration.

To add your Customers address, go the first tab - the Customer Details tab and select '+ Create' ;

By clicking this button, it will take your directly to this panel below. Take advantage of the Postcode look up feature to find the correct address quickly.

Once complete just click '+Create Address'.

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