Navigation:  All Entities > All Entities Functions > Solicitor > Solicitor Functions > Add Solicitor Address

When  in a Solicitor record, click from the side function menu (a Solicitor may have multiple addresses ).  Fill in all the fields that are applicable, remembering that the areas that are in bold are mandatory fields and must be filled in.

 

Note: The greyed fields will either be completed by the system or be accessed later in another section.  For example, the Solicitor ID will be generated automatically by the system.

 

 

•Primary Address: Tick the box if it applies, ensuring that only one primary address is chosen for each Solicitor as it will default into the main Solicitor Detail screen.

•Address Type: Select a type from the drop down list, making sure that it reflects the address that has been entered; i.e. PO Box, postal etc.

•Active: Tick the box for all the addresses that are used to contact the Solicitor.

 

Click to save all data.