How to Add a Client's Address
Open the Addresses section in the client management form.
Click the + on the top right of the Address Info Window
- Complete the Address form.
- Click the three dots to open the address editor.
- The editor is integrated with Google Maps. It will search the address as you type, just like a Google search.
- If the address is the primary address of the client, click “Set as Primary” in the top right of the Address form.