Skip to main content

Search

Welcome to our Support

How addresses work in BrightClient

Michaela Greene
  • Updated

Overview

BrightClient stores multiple address types for each client and contact — such as a registered office address, trading address, home address, and correspondence address. It also keeps a history of previous addresses, so you always have an accurate record of where a client has been based over time.

When working on a client record, you can reuse an existing address or add a new one.

 

📋  Residential addresses stay in sync across contacts
When a residential address is updated on any contact, BrightClient automatically synchronises that change to all other contacts linked to the same person. This ensures a person's home address is always consistent across all of their roles and client relationships.
In a future release, residential addresses will move to the person record directly, making this behaviour structural rather than sync-based.

 

Before You Start

⚠️  Important
You must have already selected a client or contact before searching for an address. The address field will remain empty until a client or contact has been chosen.

 

Address Types

Each address in BrightClient is assigned a type. When you search for an address, the most relevant type for your current task will appear first. The full list of address types available in BrightClient is:

 

Address typeTypically used for
Registered Office AddressThe official registered address for a business — required for companies registered at Companies House or the CRO
SAIL AddressSingle Alternative Inspection Location — an address where company records can be inspected instead of the registered office
Trading AddressWhere the business operates from day to day, if different from the registered office
Bank AddressThe address associated with the client's bank account
Postal AddressThe address used for general postal correspondence
Invoice AddressThe address to which invoices should be sent
Officer Service AddressThe address used for serving documents on a company officer, such as a director
PSC Service AddressThe address used for serving documents on a Person of Significant Control
Residential AddressThe personal home address of an individual. Changes to this address are automatically synchronised across all contacts linked to the same person — see note above
Shareholder/Member Contact AddressThe contact address for a shareholder or member of a company or LLP

 

📋  Note
Not all address types will be relevant for every client. The types available in the address dropdown will reflect the client type and the information already held in BrightClient for that record.

 

Using an Existing Address

  1. Ensure you have already selected a client or contact.
  2. Click into the address field. A dropdown will appear showing the client's existing addresses, grouped by type.
  3. Select the address type you need.
  4. The address details will populate automatically.
  5. To remove the selected address and start again, click the X button on the address field.

Adding a New Address

  1. Click into the address field. If the address you need is not listed, select Create New from the dropdown.
  2. Enter the address details manually.
  3. Save the record.

 

The new address will be saved in BrightClient and available to use across your connected Bright products.

Comments

0 comments

Article is closed for comments.