This section discusses how to manage client information in the Location tab, including how to create and maintain client addresses.
To manage client address information, select on the Location tab in the Client Record.
From here you can add a new address by two methods.
If your current location is the address you wish to enter, select the locating arrow at the top right corner of the screen. This feature will then use Google Maps to determine your location.
After selecting the locating arrow, you can then auto-fill the address information by selecting the ‘Field Interactions’ link.
This feature is particularly helpful when you are in the field and need to enter your current location.
You can also add an address by clicking the ‘Add Address’ link in the top right corner of the Location tab.
This will open the Client Location screen, where you can enter the address information.
- Status – When checked, it is considered an Active address, otherwise it is Inactive
- Private – When checked, the record becomes Private and only your agency will have the ability to view the record. When unchecked, regular Sharing rules for your agency apply.
Once an address is uploaded with a valid zip code, the Location tab will show all active addresses plotted on the Map. The blue pin indicates the address of your Agency in relation to the plotted addresses.
The view of the map can also be changed from “Satellite” to “Map” if you prefer one over the other.
You can view the existing and previous addresses, or edit an address by clicking on Edit/View to the left of the existing address.