Difference between revisions of "Custom Field Type: Address Lookup"
| Line 2: | Line 2: | ||
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 | + | 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 all 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. | When you select an address from the list the fields specified to store the address will be populated. | ||
| Line 8: | Line 8: | ||
A '''Map''' button is also displayed next to the '''Lookup''' button which will open whichever online mapping service you have selected in your [[Default User Settings|User Settings]] (such as ''Google Maps'' or ''MapQuest''). | A '''Map''' button is also displayed next to the '''Lookup''' button which will open whichever online mapping service you have selected in your [[Default User Settings|User Settings]] (such as ''Google Maps'' or ''MapQuest''). | ||
| − | ''' | + | |
| + | '''IMPORTANT: This [[Custom Fields|custom field type]] currently only functions at Level 2''' | ||
| + | |||
==Procedure== | ==Procedure== | ||
| Line 14: | Line 16: | ||
To enable this field type: | 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]] Address, City, Province, Country (optional) and Postal Code. | + | 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 give any name you wish.: |
| − | 2. Create another [[Custom Field|custom field]] of the type 'Address | + | 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: | 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 | + | :''address,city,province,postal code'' |
| − | + | ::OR | |
| − | OR | + | :''address,city,province,country,postal code |
| − | + | ||
| − | 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 | ||
| + | |||
| − | |||
[[Category:Custom Fields]][[Category:Enhancements]] | [[Category:Custom Fields]][[Category:Enhancements]] | ||
Revision as of 16:09, 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 all 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 displayed next to the Lookup button which will open whichever online mapping service you have selected in your User Settings (such as Google Maps or MapQuest).
IMPORTANT: This custom field type currently only functions at Level 2
Procedure
To enable this field type:
1. Create custom fields of the type Text Box - Single Line to store the Address, City, Province, Country (optional) and Postal Code. They can be give any name you wish.:
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
Note: be sure there are no spaces between the field IDs.
4. Specify the Lookup Source(s) from the following:
- contacts
- assigned
