Change of primary address
I have had a client move and I need to update their primary address under their client card but it is "grayed out" when I try to edit the info. How do I change and update the info?
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Hello Maureen,
Sorry to hear you’re having this issue!
We’ve done some testing on our end but haven’t been able to replicate the behavior you described.
To troubleshoot further, I’ll be reaching out via email so we can better understand exactly what’s happening on your end and gather any examples you can share.
If there’s anything else we can assist with in the meantime, please don’t hesitate to let us know!0
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