Difference between revisions of "Custom Field Type: Address Lookup"

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==General Description==
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#REDIRECT [[Custom Field Type: Special - Address Lookup]]
The "Address Validation" [[Custom Field]] allows you to automatically populate a set of address fields using the stored address locations for contacts associated with a Level 2 record.
 
 
 
For example, if you have 2 people listed in the '''Contacts''' section of the Level 2 entity, clicking on the '''Lookup''' button associated with the '''Address Validation''' field would display a list of all addresses associated with these 2 contacts. It will display the address listed for the contact, the address of the company the contact belongs to, as well as the addresses of any companies with which the contact is Associated.
 
 
 
A '''Map''' button is also displayed next to the '''Lookup''' button which will open a map of the address location using the online mapping service you have selected in your [[Default User Settings|User Settings]] (such as ''Google Maps'' or ''MapQuest'').
 
 
 
[[Image:LookupAddress.PNG]]
 
 
 
'''IMPORTANT: This [[Custom Fields|custom field type]] currently only functions at Level 2'''
 
 
 
==Procedure==
 
 
 
To enable this field type:
 
 
 
1. Create [[Custom Fields|custom fields]] of the type [[Custom Field Type (30): Text – Single Line|Text Box - Single Line]] to store the Address, City, Province, Country (optional) and Postal Code. They can be given any name you wish.
 
 
 
2. Create another [[Custom Field|custom field]] of the type 'Address Validation'.
 
 
 
3. In the Values box of the Address Validation field, enter the [[Custom Field|custom field]] IDs of address, city, province, country and postal code created above in either of the following sequence:
 
   
 
:''address,city,province,postal code''
 
::OR
 
:''address,city,province,country,postal code
 
 
 
''Note:'' be sure there are no spaces between the field IDs.
 
 
 
4. Specify the Lookup Source(s) from the following:
 
:''contacts,assigned''
 
If you would like to select the address from contacts listed in both the ''contacts'' field and the ''assigned'' field you should list both, separated by a comma and no space: ''contacts,assigned''
 
[[Image:LookupField.PNG]]
 
 
 
 
 
[[Category:Custom Fields]][[Category:Enhancements]]
 

Latest revision as of 09:21, 16 August 2018