How to Change a Client Address

 

A client's address consists of two parts: the address selector and the address block. The method used to change a client's address depends on whether the address selector is set to Home/Business/Other (i.e., stored in the Contact file) or Secure/Matter (i.e., stored in the Client file).

   To edit a client address from the Client Information window

1. In the Quick Launch, search for and select “Client Information.”
2. Click the Client ID lookup button and select the desired client.
3. Click the blue hyperlink to the right of the Client Name field to open the Contact Information window.
4. Click the Address Selector to view the list of address types.
5. Select the Business, Home, or Other address that you want to view or edit.
6. Edit the address directly in the address block or by clicking the Details button.
7. Press Ctrl+S to save the record. Saving the change to the contact record will automatically update the client addresses available in the Address Selector.

Note: Changing the address for a client contact will update the address for all matters that are related to the modified contact. However, the address information for secure clients and clients in matter mode are stored in the Client file, and can only be edited in the address block of the Client file.

To enter a unique address for a matter, follow the steps above, but select an unused contact address. Then, after saving the contact record, look up the desired matter in the Client file and select the unique address using the Address Selector. Alternatively, you can add a Matter Address (below), which will be used for that matter only.

How to Change the Address for One Matter

   To use a Matter address for one matter from the Client List

1. In the Quick Launch, search for and select “Clients.”
2. Double-click the desired client to open the Client Information window.
3. In the Address Selector, select Matter.
4. Edit the address directly in the address block or by clicking the Details button.
5. Press Ctrl+S to save the record.

   To use a Matter address for one matter from the Client Information window

1. In the Quick Launch, search for and select “Client Information.”
2. Click the Client ID lookup button and select the desired client.
3. In the Address Selector, select Matter.
4. Edit the address directly in the address block or by clicking the Details button.
5. Press Ctrl+S to save the record.

   To edit the address of a secure client or a client in matter mode from the Client Information window

1. In the Quick Launch, search for and select “Client Information.”
2. Click the Client ID lookup button and select the desired client.
3. Edit the address directly in the address block or by clicking the Details button.
4. Press Ctrl+S to save the record.

See also:	Types of Client Billing Addresses
	Adding a Client
	Changing a Client