Completing the ‘New Client’ Form

a) Click on ‘New Client’ in the top right corner of the page. The following is displayed:

b) The fields with the red asterisk are compulsory and must be answered.

Using Address Search to populate Correspondence Address fields

a) For optimum address accuracy, use the ‘Search for Postcode/Address’ field to enter the Postcode or the correspondence address for the client.

You can search by Postcode, or by entering e.g. the street name or town to filter the results.

Selecting the Postcode/Address from the dropdown which appears populates the following address fields.

Clicking on the green marker brings up Google maps for the Postcode entered. This can be used to confirm the address location.