How to Set Up Addresses for Clients

How to create and validate physical addresses. Associate addresses to

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Last updated 2 weeks ago
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How to create and validate physical addresses. Associate addresses to clients. Generate and send postcards and letters.

Why Set Up Addresses for Clients?

Setting up addresses for clients on eCourtDate is crucial for ensuring accurate communication, as it allows you to have updated and precise location information for each client.

Prerequisites

Setting up addresses requires the client to be created first. Click here to learn How to Create Clients.

How to Set Up Addresses for Clients

Step 1) Click on the client to which you want to add an address. Click here to learn How to Search for Clients.

Step 2) Click on the "Address" tab from the client overview

Addresses Client Tab

Step 3) Fill in the client's address information, which includes the street address, city, state/province, postal/ZIP code, and type. Once done, click on the "Add" button.

Address form on the client overview

What to Expect

After saving, you should expect to see the address to be added to the addresses list.

Frequently Asked Questions

Question: Can I edit the client's address if there are changes?
Answer: You can edit the client's address by accessing the client overview and clicking the "Addresses" tab.

Question: Can I add multiple addresses for a single client?
Answer: You can input the primary address and specify each address using the "Type" field.

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