The Address panel collects essential address details about the account holder, such as permanent address, mailing address, and matching address with ID.
If the client’s details already exist within the CRM, the information in this panel will auto-populate. You must still open the panel to review, verify accuracy, and click Save to mark it complete.
Filling Out Address Information
Enter the client's address deals into the provided fields:
- Civic Number: Type in the civic number.
- Street Name: Type in the street name
- Street Type (if applicable): Type in the street type. (E.g., Dr, Avenue, Way).
- Unit Type (if applicable): Type in the unit type. (E.g., Apt, Unit).
- Unit Number (if applicable): Type in the unit number.
- Street Direction (if applicable): Type in the street direction. (E.g., North, SW,).
- Country: Type in the country. (E.g., Canada, United States).
- City: Type in the city. (E.g., Toronto, Oakville)
- Province: Type in the province. (E.g., Ontario, Alberta.) If you are in the U.S then type in the state. (E.g., New York, Ohio)
- Postal Code: Type in the postal code. (E.g. for postal code X#X#X#) (E.g., for zip code ##### or #######)
Important: The Client's full address must not contradict what is written on the ID and/or Void Cheque which they are submitting. Please indicate both the street number or the unit number along with the street name. Please note that the Client's Street Address cannot include a P.O. Box. If the mailing address should include a P.O. Box, please check the box to add a Mailing Address. When adding a P.O. Box, please add “P.O. Box” to the “Civic” field, and the box number (i.e., 199) to the “Street Name” field.
If the mailing address if different, you will need to fill in a second address. Once you fill out the address, select "I confirm the client's primary address is valid and matches their ID".
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed Address Panel
