Add a Firm Address

You can associate one or more addresses with a firm record. When there are multiple locations entered, it is necessary to identify one address as the Primary for the firm.

If a firm is added from a qualified contact, the firm's address is automatically populated from the Contacts hub.

To add a firm address:

1. In the Navigation pane, go to the Hubs section and select Firms.
2. Open the firm record for which you want to add an address.
3. Complete one of the following:

   • On the Overview tab, click + Add Address to display a set of location fields on the Addresses grid. You can add as many locations as you need for the firm record.

   • On the Actions bar, click Edit to open the Edit Firm form. Use the location fields on the Addresses grid to add as many locations as you need for the firm record.
4. To change an address, select it and make your changes directly in the fields. If you later need to remove an address, mouse over the right end of the grid row so the Grid Options icon displays. Select Delete.
5. Click Save.

   If you are using DPS Accounting and DPS CRM and the Accounting Only checkbox is selected, you cannot delete a firm address unless you have an accounting security role.