Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

How do I auto-populate the individual's addresses in forms?

1. To access the Addresses section, open the individual record and go to the Contact page.  The Addresses section is located at the top of the Contact page.

clipboard_ecbb24af9236f1ea6464cbd50a9aa85d7.png

clipboard_edecc82edbf03521da095b78b47f1addc.png

2. For current US residential address, check the box “Current” in the address for US residence. 
3. For a mailing address, check the box “Is Mailing”. If the mailing address is different from the current address, create an address with a Type of “Mailing” and check the box “Is Mailing”.
4. For current physical address, check the box “Set for Current Physical Location for Forms” in the address.

clipboard_ea9eed49e52edb6907f293ebada86c269.png

5. For current foreign residential address, check the box “Current” in the address for foreign residence.  The foreign country of residence should be selected in the Home Country field.

clipboard_e116ab4b5ceab8c21866cf7dc40c1a5ec.png

The foreign country of residence should be selected in the Home Country field.

clipboard_ede0e63afa3e6d8f3b65eaa3619d5533a.png