Manage client addresses and internal notes

The account’s main country and mobile number are distinct from its individual address contacts. Open **Profile & Addresses** on the correct client to review both.

Add or update an address

1. Confirm the client name and email.

2. Add an address or use the edit action on an existing contact.

3. Choose **Address type** and **Country/region**.

4. Complete the name, company when required, address, city, state, postcode/PIN code, and phone fields shown for the country.

5. Choose the default address when appropriate, save the address, and save the profile.

6. Reopen it to confirm the stored details.

Country selection controls the required address fields. An Office address requires Company. The address phone field expects 5–15 digits. After changing the country, select the compatible state and use the newly displayed postcode or region requirements.

Client notes

Use **Client notes** for concise team context, such as an agreed contact preference or a support-case reference. Do not paste passwords, API tokens, payment credentials, or unnecessary identity-document details. Save and confirm the updated notes.

Troubleshooting

Check country-specific required fields if an address will not save. Save or discard other edits when an action is blocked by unsaved changes. Updating an address does not itself reroute an existing shipment, refund a payment, or change a completed order; review the linked transaction separately.

Related guide: Create or edit a client account