Custom Field Type: Address Lookup

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

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 given 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

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