Enter a Mailing Address or PO Box
End Dating a Mailing Address or PO Box
The Central Index > Personal Details Address, should only reflect a client’s home/residential address.
Enter a Mailing Address or PO Box
For clients with a separate mailing address or PO Box please follow the steps below:
1. Navigate to Central Index > Addresses/ Locations.
2. In the Addresses grid, click Insert a Row
3. In the Addresses entry window enter the following fields:
a) Type: MAILING ADDRESS
b) Address: The client’s mailing address
From date: The date the mailing address is valid from if known, otherwise leave as today’s date
4. Click Accept Changes & Save (F12).
There will now be a distinct Mailing address in the grid.
End Dating a Mailing Address or PO Box
1. Navigate to Central Index > Addresses/ Locations.
2. In the Addresses grid, select the Mailing address that is no longer current.
3. Click Modify row.
4. In the Addresses entry window edit the following fields:
a) To date: Today’s date or the date the address was no longer valid (must be today or a date in the past)
5. Click Accept Changes & Save (F12).
There will now be a To Date, indicating the Mailing address is no longer valid.