Addresses may be where a person lives, works or somewhere that is special for them. They are also likely to be the places you can find them if you need to get in contact with them. Accurate contact details are important as they allow easier delivery of services.
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Recordbase allows you to record multiple addresses for a single client, with the ability to label them so that you are aware of what the address is for.
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Recording an address
Open the Personal Details page for the client and scroll down to find the addresses box.
Select the New button to open the address form
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The address name allows you to label the address, for instance, it might be a home address or work address.
The address search allows you to lookup an address using the Google address database and populates the selected address in the address fields. To search for an address, start typing in the search box and a list of possible matches will be displayed.�
Select the one that matches and the address details will be filled out for you
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You can still manually update any of the fields after selecting an address to add in any additional information.
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The start and end date allow you to start building an address history for a client by saying when they started and finished being at a property. The history is available to view from the Addresses box on the Personal details page.
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You can then collect some further details about the property including if it is their primary address and/or postal address
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Selecting Create address will save the address and you are able to view it in the Addresses box on the Personal details page.
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