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Can I create a report to include the client’s address in the display results?
Can I create a report to include the client’s address in the display results?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Yes, however, the reports feature includes only the address you have marked as the “Mailing” address.

If you do not see an address listed in your report for a contact, open the contact record, click on “Edit Contact”. Then, scroll down to view the addresses listed on the edit contact form and make sure you check the “Mailing address” indicator beside the appropriate address as in the image below. This will then be the address included in your reports.

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