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INSZoom - Add/Change Residence Address

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Add/Change Residence Address

The current address field is linked to the residence address under the personal info section for the client. Therefore, any change made to residence address will update the current address. This view setting for the address can be modified in Client Profile> Personal Info.

Navigate to Client Info page, click on 'Personal Info' under 'Detailed Info'. Click 'Edit' and enter the residence information under 'Residence Address'.

Note: Forms Edition users will see Residence address section in the Client Profile page (scroll down).

Once on the Personal Info page, click on ‘Edit’. Enter the residence information under the Residence Address section:

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    How-to
  2. Tags
    1. Address
    2. Residence