What
This article explains how to update a Client's address from a Placement record.
You may need to update the address for Placement if the location does not match the Client address. For example, if the Client address is the HQ, but the Candidate is working at a different office location.
Where
Placement record > Addresses tab
How
1. Within a Client record, update the Primary Address:
2. In the Placement record > Addresses tab, select an address either from the drop-down menu, or type to search.
3. Allow a few seconds for the system to index the latest updated address fields.
4. Go to the Address look-up field within the Client Site address, unselect their current address, then click on the Address drop-down again to select a different address. Then reselect the main Client site again, for the amendments made to appear:
5. This will now populate the fields accordingly. Be sure to click Save to save your changes.
NOTE: You can also repeat this process for the Client Correspondence Address and Client Invoice Address.
Authored by Mir Hussain - Application Support Analyst @ Mercury