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's main address is the HQ, but the Candidate is working from a different office location.
Where
Placement record / Client Record
How
1. There are two areas of the Client Record to update/add addresses:
General tab > Primary Address:
More Addresses tab
NOTE: The Primary Address from the General tab will not be listed here.
2. In the Placement record > Addresses tab, click the X button to clear the current Client Site Address
3. Then either select an address from the drop-down menu, or type to search
NOTE: This process is also applicable for updating Client Correspondence Address and Client Invoice Address.