If you are unable to change a client’s address, the client may be part of a Client Group with address auto‑sync enabled.
In a Client Group, the Head client controls the address for all clients in the group.
To resolve this:
Log in to Practice Manager Contact.
Go to Client, Client Groups.
Locate the Client Group your client belongs to.
Review which client is set as the Head client.
If you want all clients to use the same address, update the address on the Head client.
If you need to change the address for one client only, you must unsync the address from the group.
To unsync the address:
Log in to Practice Manager Contact.
Go to Client, Client Groups.
In the Client Group window, go to the Clients in Group section.
Check the Sync Address column.
If a Y is present for your client, click the Sync Address button at the bottom of the screen to remove the syncronisation.
Close the Client Group window.
Open the client record and update the address as required.
Once the syncronisation is removed, changes to the Head client’s address will no longer affect that client.