Client Report Address

The client report address is the default address where reports run on a client will be sent. By default, the system populates the Client Report Address area of the Client Profile > General screen with the primary member's address. The Client Report Address field is read-only and cannot be edited directly.

If you would rather have reports sent to another address, such as an attorney's office, you can add other addresses and set the client report address on the Members page.

To change the client report address, do the following:

1. In the left navigation pane, click Client Management. The Client Management tab opens.

2. In the left-hand column, click Clients. The Clients spreadsheet opens.

3. Double-click the name of the client record you want to open. The record opens in a new window.

4. In the left navigation pane, click Members. The Members spreadsheet opens.

5.  Double-click the name of the member whose address you want to set as the client report address. The member record opens in a new window.

6. To edit the member's primary address, enter your changes on the General tab.

7. To select another address as the client report address, click the Addresses tab. The Addresses spreadsheet opens.

8. To add an address, click New Address.

9. To set an address as the client report address, check the box to the left of the address, then click Action...Set as Client Report Address.

10. Click Save and Close.