FAQ: How do I assign unique matter addresses?

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Matter Based Addresses

 

If you need to assign unique addresses for matters that belong to the same client name, you need to turn on Matter Based Addresses on the Client card.

 

Choose the Client module > Client tab and pull up the client in question
Click the Billing side menu option.
Check the checkbox marked "Matter Based Addresses"
Click OK

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Checking this box enables you to change the address on a matter card belonging to that client.

When you create a new matter, the matter address defaults to the address that was setup on the client card. If you want to change it to make it unique, click in the center of the address field on the matter card.

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A small box will pop-up and allow you to enter a unique address:

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