How to create a client address

Before you start

You need a role that can update clients, such as Admin, Sales, or Operations. You also need an existing client record.

Add the address

1. Go to Clients.
2. Open the client you want to update.
3. In the Addresses section, select Add address.
4. Enter Address line 1.
5. Choose the Address type.
6. Enter City and State.
7. Enter the Postal code and Country.
8. Select Save address.

Optional fields

You can also enter Address line 2 if you need extra address detail.

What happens next

Scopra adds the address to the client’s Addresses list.