Difference between revisions of "Custom Field Type: Address Lookup"
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==Procedure== | ==Procedure== | ||
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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. | 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. | ||
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2. Create another [[Custom Field|custom field]] of the type 'Address Validation'. | 2. Create another [[Custom Field|custom field]] of the type 'Address Validation'. | ||
| − | 3. In the | + | 3. In the '''Field IDs''' section of the Address Validation field, enter the [[Custom Field|custom field]] IDs of address, city, province, country (if used) and postal code created above in either of the following sequence: |
:''address,city,province,postal code'' | :''address,city,province,postal code'' | ||
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:''address,city,province,country,postal code | :''address,city,province,country,postal code | ||
| − | ''Note:'' be sure there are no spaces between the field IDs. | + | '''Note:''' be sure there are no spaces between the field IDs. |
4. Specify the Lookup Source(s) from the following: | 4. Specify the Lookup Source(s) from the following: | ||
:''contacts,assigned'' | :''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 in the '''Lookup Source''' section, separated by a comma and no space: ''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 in the '''Lookup Source''' section, separated by a comma and no space: ''contacts,assigned'' | ||
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| + | ==Usage== | ||
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| + | When you click the '''Lookup''' button you will be given a list of all addresses associated with the contact(s) in the field(s) you specified in the '''Lookup Source''' section. If there are no contacts in stored in the field(s) you will receive an error stating that no source was provided. | ||
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| + | If you want the person or company name (under the ''Building'' heading) to appear in the '''Address''' field along with the Street address you should click on the relevant Building name. Otherwise clicking on any other portion of the desire address will populate the street address, city, province, country (if used) and postal code into the fields specified: | ||
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[[Image:LookupField.PNG]] | [[Image:LookupField.PNG]] | ||
[[Category:Custom Fields]][[Category:Enhancements]] | [[Category:Custom Fields]][[Category:Enhancements]] | ||
Revision as of 17:24, 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 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 display the location of the selected address using the 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
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 given any name you wish.
2. Create another custom field of the type 'Address Validation'.
3. In the Field IDs section of the Address Validation field, enter the custom field IDs of address, city, province, country (if used) 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 in the Lookup Source section, separated by a comma and no space: contacts,assigned
Usage
When you click the Lookup button you will be given a list of all addresses associated with the contact(s) in the field(s) you specified in the Lookup Source section. If there are no contacts in stored in the field(s) you will receive an error stating that no source was provided.
If you want the person or company name (under the Building heading) to appear in the Address field along with the Street address you should click on the relevant Building name. Otherwise clicking on any other portion of the desire address will populate the street address, city, province, country (if used) and postal code into the fields specified:
