Nagaris
Nagaris
  • Docs
  • Changelog
  • Support portal
    • Understanding client groups, clients and contacts
    • Creating a client group and managing its status
    • Adding clients: client types, ABN lookup and moving between groups
    • The Clients list: columns, filters, saved views and exporting
    • The client group page: tabs, cards and the Clients tab
    • The client detail page: tabs and cards
    • Managing contacts
    • Linking contacts to clients and client groups
    • Viewing a group's structure: the entity map
    • Using tags to organise clients, groups and contacts
    • Managing addresses for clients and contacts
    • Archiving vs deleting clients, groups and contacts
Docs / Clients, groups & contacts

Managing addresses for clients and contacts

Adding addresses with Google Places or manually, choosing address types, and using the shared Addresses register.

Addresses in Nagaris live in a shared register: each physical address is stored once and can be linked to any number of clients and contacts, each link with its own types (postal, registered office and so on) and notes.

Adding an address to a client

On a client's Details tab, find the Addresses card and click its plus button (Add Address). In the Add Address dialog:

  1. Use Address Search (Search existing addresses or find new ones via Google Places). Results are grouped into Existing Addresses already in your register and Google Places Results that will be created as new addresses when selected.

  2. If the address can't be found, click Create New Address and enter it manually — street, suburb, state and a 4-digit postcode; the formatted address builds itself as you type.

  3. Tick at least one address type: Residential, Postal, Principal Place of Business, Registered Office, Billing or Other — or add a custom type. One address link can carry several types.

  4. Optionally add notes, then click Save.

Editing an existing client address (via its card) lets you change the types and notes; use Reset while adding to pick a different address. If the client auto-syncs with XPM, the Addresses card shows an XPM sync status badge.

If a client has no addresses, the card shows No addresses associated with an Add Address shortcut — and a warning icon when an address is a required onboarding action.

Contact addresses

Contacts have the same Addresses card on their Details tab, using the same search, manual entry and address types.

The Addresses register

The Addresses page lists every address in your workspace with Address, Street, Suburb, State and Postcode columns, a search box and a New Address button. Click an address to open its detail page, which has:

  • A Details tab with the address details and metadata.

  • A Clients tab for the clients linked to the address.

Good to know

  • Because addresses are shared, correcting an address once corrects it for every client and contact linked to it; use types and notes on each link to describe how that client uses the address.

  • Picking a Google Places result stores the address with its coordinates, so it can be shown on a map.

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NextArchiving vs deleting clients, groups and contacts
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