How can I change or manage a record address?

Last updated: November 12, 2026

In Coperniq, addresses are managed through Sites. Each site stores the address and related details, including AHJ and Utility information.

To update an address:

  1. From the left-hand menu, go to CRM → Accounts.

  2. Open the Account and select Sites.

  3. Click the site you want to update.

  4. Select Edit, update the address, and click Save.

Alternatively, you can edit the address directly from a Project or Opportunity by clicking the Site icon next to the record title and selecting Edit.