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Definition: Address

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You can enter street address information for selected accounts.

The following fields allow you to enter the address information for the selected account: 

• Use Primary Household Address: When you select Use Primary Household Address, the account's address automatically syncs with the primary Household.

  Best Practice

  Propagate mailing address from the Household level down.

• Street Address: Enter the street address for the account.

• City: Enter the city for the address.

• State/Province: Select the two-character state abbreviation for the state or province for the address.

• Primary: Select if State/Province lists the state where the client has primary residence. If the client has a different state of primary residence, clear Primary and enter the state of primary residence in the State/Prov. of Primary Residence list.

• State/Prov. of Primary Residence: Enter the state where the client holds primary residence if different from the mailing address state. This setting can be used to help you search for and find your clients' primary residence states, especially for tax purposes.

• Zip Code: Type the five-digit or hyphenated nine-digit zip code.

To use the address as a mailing label, see Create an Envelope Insert Page in a PDF Report.