Adding or Updating and Address Type at the Client / Company Level
Address types may be added or adjusted under CRM CLIENTS for each client
Select the CRM (Contact Relationship Manager) from the hamburger menu
Then select either "people" or companies.
Next, click on the person or company for the address you wish to add or modify
Their contact info will open
Expand the "Addresses" arrow
Click on 
and then select:
and then select:
The edit window will then open
You may then update the type and the Reference Name
To add a new address click on 
Then "Create New" and select the type from the dropdown
Key in the address and click "Create"
To Add and Address Type
Expand the hamburger menu
Select: owner settings, system settings
Select Address Type from the dropdown
View the available list and
- click on Edit to update an existing type
- toggle Show Inactive to see prior active types
- Or, click on "Address Type" to create a new type
To create an Address Type key in the name, verify the Active toggle is on and click "Create"
To edit click the edit icon, update the name and or toggle active off
Click on "Update"
