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Changing Addresses

Editing An Existing Address​

Take note of the address as it is attached to the entity; if a portion is incorrect, you can adjust the address in the Address Maintenance form. When you first enter the Address Maintenance form you are in Add mode. To retrieve an existing address, you have to press [F7] (or press the flashlight on the menu bar) to put the form into Query mode. Enter the address, either full or partial, and then press [F8] to execute the query. Don't forget that the query is case sensitive, so if the data is in uppercase, you need to query for it in uppercase. It is usually a good idea to search both ways to locate all addresses that you may need to adjust or modify. You can use also use the '%' percent sign as a wild card to look for the multiple ways that an address may have been entered. The Address Usage block on the bottom of the screen shows where the address is used in the system.

Adding A New Address​

To add a new address into the system, you must to go into the Entity Manager form, and then query the entity associated with the address (i.e. addresses are attached to the entity, and the entity is then attached to the client, not the matter). Click on the Entity Detail button to access the Maintain Entity form. Delete the old address and add the new address as follows:

  • Press the Add Address button
  • Query the new address in the Address View screen
  • Enter an address type, and select the record
  • Close the Address View screen
  • Press the Save button or press F10