2,299
edits
Changes
no edit summary
To toggle from HTML template configuration to the Field Picker, toggle on the '''Use Field Picker '''option at the top of the '''Address Template '''page.
:: [[File:Address type template HTMLhtml.png|300px|border]]
The '''Field Picker '''feature will allow you to drag and drop available fields to customize the display that you want to appear for that Address Type.
:: [[File:Address type template drag and drop.png|600px|border]]
Add different variables together in one column; for example, you might want to combine both Address lines together. If you would like labelled captions above each row, toggle on '''Include Caption'''. When you want to add a new row, click the '''+''' icon located on the right side of the page, underneath the '''Selected Fields''' square.
Click '''Save '''when the Address Template is complete.
===Enabling Multiple Address Types===
Enabling multiple address types will allow multiple addresses for the same organization. To add the multiple addresses, this is configured on the '''Custom Field: Address Type '''for that organization. This is a useful feature when you would like, for example, to associate one organization with numerous addresses that might respectively correspond to Office, Primary, Alternate, etc. '''<br />'''
To enable Multiple Address Types, follow these steps:
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings. '''
3. On the first tab, scroll down until the subheading '''System Options '''and toggle on the '''Enable Multiple Addresses '''feature.
:: [[File:Address type enable multiple address.png|450px|border]]
4. Press '''Save''' at the bottom of the page.
Once you have toggled on this option and saved your change, you have the ability to associate organizations and users to multiple addresses.
===Referencing Address Types===
:* The @primaryaddress@ and @addressbook@ variables can be used to reference addresses when multiple address types are enabled. See [[Address Book Template]] for more information.
:* Individual Address Type values can be referenced using the [[Web_Page_View_Field_Variables#To_Display_a_List_of_Activities.2C_Notes.2C_Transactions.2C_Contacts.2C_Companies.2C_Consumers.2C_Providers|list syntax]] [#(?object=address) ... #] under a user or company.
===Troubleshooting Address Types===
The two key issues that we experience with users needing troubleshooting for Address Types is that they have not enabled '''Multiple Address''' function from the '''Global Settings''' page, or they have not made one of the Address Types in their system a '''Default''' for either Users or Organizations, a function which can be modified directly in that Address Type's page.
==See Also==
:*** [[Viewing Address Types]]:*** [[Troubleshooting Address Types]]:*** [[Address Book Template]]:*** [[Importing Address]]
[[Category:Global Settings]][[Category:Contacts]]
