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CommunityHow can I have two addresses for the two clients on the same file

How can I have two addresses for the two clients on the same file

  • Hi @Jackie Lauziere (Customer)​ 

     

    Thank you for posting on LEAP Community Discussions.

     

    Are you referring to adding an address to another card on your matter? If so, please see below.

     

    Each card will have its own address field which can be filled out. To edit the address on a card, please follow the steps below:

     

    1. Click the LEAP Menu > Home >under Cards > View Cards
    2. Search for the card and open it
    3. Click the address tab
    4. Fill out the required address information
    5. Click Save & Close

     

    If your query is regarding something else, please let me know in detail and I'll be happy to assist further.

     

    Best regards,

     

    Alex

    Expand Post
    • Shahzad Ahmad (Customer)

      Hi Alex,

      I have the similar situation which this question relates to.

      • in a typycal real estate matter you have 2 sellers having different addresses.
      • Remaining in the same matter, i add 2 different cards in sellers for both of them.
      • When i edit address for one individual, the addrress for the other card also changes.

      I can send you screenshot of the same. Please resolve & confirm.

      Expand Post
  • Jinny Bui (Customer)

    You might want to separate your two clients into two cards, instead of adding people on one card. One card only allows one address.

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How can I have two addresses for the two clients on the same file