Client Address/Phone Operations

The Client Edit AddressPhone requirements.

Requires selected client dashboard.
Click on the Address Management button in the Contact Information section.

Address Add/Edit
1. Click on the New Address button.
2. For a new address, click on the New Address button.
3. On the new screen, select the address type. (Only 1 address can be the Service/Primary address.)
4. Begin entering the address. Best matches list begins after a few characters.
Continue to enter the address.
When the desired address appears the user can select it.
When the address is selected, the rest of the address is completed.
Including the County Name, County FIPS code, Latitude and Longitude.
Phone Add/Edit
1. Click on the New link at the top of the Phone section.
2. In the popup form, select the phone type. (Only 1 phone can be the Service/Primary phone.)
3. Enter the number.
4. Select the Update link to submit the phone number.