Difference between revisions of "Custom Field Type: Address Lookup"
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| − | =General Description= | + | ==General Description== |
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. | 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 4 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 the addresses associated with these 4 contacts. | + | For example, if you have 4 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 the addresses associated with these 4 contacts. It will list the address listed for the contact, the address of the company the contact belongs to, as well as the addresses of any companies the contact is Associated with. |
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| + | When you select an address from the list the fields specified to store the address will be populated. | ||
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| + | A '''Map''' button is also display next to the '''Lookup''' button which will open whichever online mapping service you have selected in [[Global Settings]] (such as ''Google Maps'' or ''Map Quest'') | ||
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| + | ==Procedure== | ||
It displays two buttons, 'Lookup' (To Lookup the Address) and 'Map' (for online mapping service like Google or Map quest), for [[User|user]] interaction. | It displays two buttons, 'Lookup' (To Lookup the Address) and 'Map' (for online mapping service like Google or Map quest), for [[User|user]] interaction. | ||
Revision as of 15:59, 15 April 2009
General Description
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 4 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 the addresses associated with these 4 contacts. It will list the address listed for the contact, the address of the company the contact belongs to, as well as the addresses of any companies the contact is Associated with.
When you select an address from the list the fields specified to store the address will be populated.
A Map button is also display next to the Lookup button which will open whichever online mapping service you have selected in Global Settings (such as Google Maps or Map Quest)
Procedure
It displays two buttons, 'Lookup' (To Lookup the Address) and 'Map' (for online mapping service like Google or Map quest), for user interaction.
Note: It currently only functions at Level 2
To enable this field type:
1. Create custom fields of the type Text Box - Single Line Address, City, Province, Country (optional) and Postal Code.
2. Create another custom field of the type 'Address validation'.
3. In the Values box of the Address Validation field, enter the 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
4. Specify the Lookup Source. Like, Assigned or Contacts.
