To support consistent and effective use of Plannr, the following best practice article will outline what needs to be completed when a Client has a Change of Address.
We recommend you add a new address rather than deleting the previous address. This ensures a clean audit trail.
Adding a new Address
From the main Client Dashboard click Add New (top right) > Address
Add the postcode to look up the address and complete the Moved In Date & Residential Status
If this is a new primary address, select the client in the Set primary box - you can add multiple Clients here if you need to update it for more than 1 person!
Click Save
This will then change the primary address, but keep the address history.
Editing a previous Address
Locate the previous address and hover over the 3 dots, you'll then get the pencil edit icon appear
You can then add in any relevant dates you have for the previous address
Once you've added the relevant information, click Save
The record will then be updated with any information you input (moved out dates, for example)
