Adding alternate contact addresses

This information applies to clients, prospects, suppliers, and contacts.

Use this procedure to add a new address to a contact (i.e. client, prospect, supplier, or contact) — the procedure is the same, just different screens. Contacts often have different addresses in addition to the name and address entered when they were created. For example, you may need to enter a different address for a client's business or a holiday home. When adding alternate addresses you can enter a completely new one or search for an existing address from those already in the software.

To add an address (by typing a new address):

Use this procedure if you want to add a new contact address and you know the address.

1. Select the desired contact and click:

• the Client Details tab (Client List) if you want to add an address to a client;

• the Prospect Details tab (Prospect List) if you want to add an address to a prospect;

• the Supplier Details tab (Supplier List) if you want to add an address to a supplier; or

• the Contact Details tab (Contact List) if you want to add an address to a contact;

2. Under Address, tick Add a new address. The current address details are cleared (and the Address Usage button becomes unavailable).

• If you do not intend the address to be the default address for this contact, make sure Default address is unticked.

3. In Address type, type or lookup the desired type of address, e.g. Business.

4. Manually type the new address into the address fields.

• To clear any changes made, click Reset.

5. Click Save. The address is now added to the contact and appears in the main browse window.

To add an address (by using an existing address):

Use this procedure if you want to add a new contact address, but you want to use an address already in the software.

1. Select the desired contact and:

• the Client Details tab (Client List) if you want to add an address to a client;

• the Prospect Details tab (Prospect List) if you want to add an address to a prospect;

• the Supplier Details tab (Supplier List) if you want to add an address to a supplier; or

• the Contact Details tab (Contact List) if you want to add an address to a contact;

2. Under Address, tick Add a new address. The current address details are cleared (and the Address Usage button becomes unavailable).

• If you do not intend the address to be the default address for this contact, make sure Default address is unticked.

3. In Address type, type or lookup the desired type of address, e.g. Business.

4. Find the address you want to add by searching the Legal Enterprise database. Do one of the following:

• type any combination of address elements into the address fields and click the Address Match button; or

• type a postcode (or partial postcode) into the Postcode field and click the Postcode Lookup button.

Note If Capscan is installed, then a Capscan Address Match and Capscan Postcode Lookup will be available. These operate the same as the Legal Enterprise buttons, but they search the Capscan address database.

5. From the matches found, select the desired address and click OK. The new address details are completed.

• To clear any changes made, click Reset.

6. Click Save. The address is now added to the contact and appears in the main browse window.

Notes

• Adding alternate addresses does not overwrite addresses already attached, it adds to them.

• If a new non-default address is not visible in the browse window, make sure they are not set to be hidden. See Hiding non-default addresses.

• Contact information is stored per address, therefore you can have different contact details for each.

• Editing alternate addresses

• Hiding non-default addresses