eCourtDate Ensures Accurate Client Address Management, Improving Communication Through Precise Location Information.
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
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.
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.