How to Create and Manage Client Addresses

This article covers the steps on how to create and manage client addresses.

From the navigation menu, click People > Client.

This will take you to the Clients page. All of the Clients are listed on this page. 

Select the Client and click on the Addresses button in the top right-hand corner of the page.

To edit an existing address, click the Edit button.

To add a new address, click the Add Address button.

Both options will take you to the Add Address pop-up window.

Enter the relevant information into the fields provided, such as Company Name, Department/Sub Name, Contact Name, and Address, tick/untick the Address active to activate/inactive the address, then click on Update. 

NOTE: The State field will be required as this is used to populate and filter the Work Comp Codes and Overtime Rules if this address is used as a Job Site Address on the Contract Jobs.