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Status In Discovery
Categories Client Management
Created by Stephen Pickering
Created on Jan 30, 2025

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc

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  • Stephen Pickering
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    Feb 5, 2025

    Hi Alby

    A designated 'Trading' address option would be good for those clients who have a different trading address to their normal 'correspondence' address. This would then give us the ability to determine which address to send documents to, if necessary.

    1 reply
  • Admin
    Alby Atkinson
    Reply
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    Feb 5, 2025

    Hi Stephen, thanks for submitting this idea. In addition to a primary address (which is generally the default given to the first address added), you can create more addresses to cater for this scenario without assigning it a 'type'.

    However, are you asking for a new 'type' of address to be added i.e. 'Trading' so you can specifically select that option when creating it?

    Regards

    Alby