Address Form

The Address form is a single-row form used to capture the client's address and related data.  This form is linked to the client's Person form.  The client's Person form must be created before starting this form.

 

Navigating to Form

The client's Person form must be created or navigated to in order to open the client's Address form.

• Address.  Use the Person Search link located at the top of the CIS forms window to open the client's Person form.  If the client has not been entered in the Person form, then create the client's Person form before continuing.  Next click on the Address link in the toolbar. 
   
• New.  A new Address form can be opened by  clicking on the New link on an existing Address form.  This form will be linked to the client's Person form.  Therefore a client can have several Address forms.
   
• Next|Prev.  The Next and Prev links allow for selecting the desired Address form when there are more than one form linked to the client.

 

Adding Information

The following describes the fields for entering the client's address related information.

1. Primary.  Select Yes if this address is the client's primary address.
   
   Attention: If the address is primary, then only the Yes option will appear. In order to set another address as primary, navigate to that address using the Prev | Next links, then click the Yes radio button and Save.
   
   Note: Navigating Radio Buttons
   
    
2. Address Type.  Select, from the drop-down list, the client's address type.
   
   Note: Navigating Drop-Down Lists
   
    
3. Address Style.  Select, from the drop-down list, US if the  client's address is in the United States otherwise select Foreign. 
   
    
4. Address 1.  Enter the first line of the client's address.  Many cases this will be the only line used.
   
   Attention: This is a required field.
   
    
5. Address 2.  Use this line only if the client's address has more than one line.
   
    
6. Address 3.  Use this line only if the client's address has more than two lines.
   
    
7. City.  Enter the client's city.
   
   Attention: This is a required field.
   
    
8. State.  Select the client's state from the drop-down list.
   
    
9. Zip Code.  Enter the client's zip code.
   
    
10. Country.  Select the client's country from the drop-down list.
    
     
11. County.  Enter the client's county.
    
     
12. Phone Number.  Enter in the client's phone number with area code I.e. (999) 999-9999.
    
     
13. FAX Number.  Enter in the client's FAX number, if applicable, with the area code I.e. (999) 999-9999.
    
     
14. Date From.  The default value is the current date.  Change this date if the address will only be active in the future.
    
    Note: See LOV (Calendar) and Eraser.
    
     
15. Date To.  Do not change the default value unless the address becomes inactive or will become inactive at a known date.
    
     
16. Add Record/Save Changes.  Click on the Add Record or Save Changes button when all of the applicable fields are populated with the correct information. 
    
    Note:  See Add Record/Save Changes.

 

Related Items

Navigating Client Information Services (CIS)

Client Information Services Overview

Person Search

Data Entry in CIS

Entering Client Information

Entering Parent Information

Entering Sibling Information

Person Form

Creating Seasonal Addresses