Question

People's Addresses

  • 25 August 2021
  • 2 replies
  • 36 views

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Where do you store client’s home addresses?  

On the ORG page would be the business address. 

On the People page would be preferred, but the only method I can find is creating a contact card, calling the ORG “home” and entering it there.  However, I still have to drill down to get to the address.  

Not everyone in the office is in the tax system, but everyone is in Karbon, and I’d like refer back to a spot that would have it.  

How have y’all dealt with this?


2 replies

Userlevel 3
Badge +1

You can add a second address to the ORG contact card.

Userlevel 7
Badge +13

You could add it to the Basic information area at the top of the screen by using the DESCRIPTION area. or you could also add it in the Accounting Details at the bottom.  In the Basis area you can add notes that will appear on the details tab in this section without clicking on anything.

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