Address Types

Revision as of 13:45, 17 June 2019 by Emmy Fu (talk | contribs)

Revision as of 13:45, 17 June 2019 by Emmy Fu (talk | contribs)


Construction warning.png Please note that this page is currently under construction. There is more information to come.



Contents

Overview

The Address Types setting allows you to define a number of different address types to be used elsewhere in the system. 

Configuration - Essentials

Example of Address Type

Address Types are available to a user with a role that an Address Type has been made available to; similarly, they are available to an organization with a category that an Address Type has been made available to.

When accessing the profile of a user or organization, viewing their address details will reveal the relevant Address Type. If you are in the System Administrator role, you will also have the ability to modify the Address Type from the profile by editing the existing address or adding new addresses. 

Accessing Address Types

In order to use this feature, follow these steps: 

1. Click on the 9-square menu icon on the top right of your page. 

052919 MenuIcon.png 

2. Under the heading Configuration, select Global Settings.

3. Under the first tab, select Address Types. 

Address types.png 

The list of available Address Types will be displayed. If there are none in the system, this page will be blank. You can create and configure new Address Types by selecting the icon on the top left of your page. You can edit existing Address Types by selecting the pencil icon on the left of each Type name. 

Manually Creating a New Address Type

To create a new Address Type manually, after clicking the icon from the Address Types page, you must fill in the fields for the new type. 

New address type.png 
Name Text used to identify an address type
Caption Normally the same as Name, unless you want to add a label for the address type that is different
Display Order Address types will be displayed in the drop-down with regards to the display order, with the lowest value of display order appearing first in the drop-down list.
Description  A general description for the address type
Colour Code An optional colour code for the address type when displayed
Default Type

In order to use the Multiple Addresses feature, a default address must be selected.

  • As Default Type for Users - Select this option to make this Address Type the default type for user records. 
  • As Default Type for Companies - Select this option to make this Address Type the default type for organization records.

Note: Enabling either of these will make all roles (for Users) and all categories (for Companies) have access to this Address Type. 

Maximum Number of Addresses The maximum quantity of this specific type of address allowed. 
 If a Default Type is not set on an Address Type - either for Users or Companies - the combo box for Address Types will not be displayed when adding/editing an address record. 

Click Save once you are done filling out the fields, and click onto the second tab, Permissions and Availability.

New address type permissions.png

Click into each text box to select which statuses, roles, and categories will have access to this Address Type from within their user or company profile. Depending on whether you have enabled the Address Type as a default for Users or Categories, you will not have the option to select specific roles or categories - instead, the default function makes this Address Type available to all.

Once the fields are populated as required, click Save.

The details of the new Address Type will display on a new page,  indicating that it is now available on the list of Address Types available in your SmartSimple instance.

On the left hand side, the menu items related to Address Types will be displayed: 

Menu for address type.png 
Main

The General tab displays the descriptive information related to the Address Type: 

  • Address Type ID 
  • Name
  • Caption
  • Display order
  • Description 
  • Default Type options 
  • Maximum Number of Addresses

The second Permissions & Availability tab denotes the roles, statuses, and categories able to access this Address Type. 

Notes You can create, edit and view notes attached to this Address Type.
Address Template You can create, edit and view the address template associated with this Address Type. The address template is a feature used to personalize the block of text that is returned when using the @addressbobok@ variable. See the Address Book Template page for configuration instructions. 
Standard Fields Learn how to add Standard Fields to Address Type.
Custom Fields Learn how to add Custom Fields to Address Type. 

Importing Address Types

On the main Address Types page, you have the options to either import new records as Address Types into the system, or export the existing Address Types. 

Import export address types.png
  • The import option is on the left; the export button is on the right. 

Exporting Address Types

In order to use this feature, you must first go to Global Settings > System and check off the "Enable Multiple Address" option.

  • IMPORTANT: when enabling you must follow the instructions on the Importing Address Wiki article to ensure the existing addresses are retained. If the Enable Multiple Address option is turned on without importing addresses from existing profiles or loading a new set of addresses, whenever a new address is added to a profile, the original data stored in the profile address will be lost

Configuration - Advanced

Add Custom Fields to Address Type

After clicking into the specific Address Type you want to configure, go to the left-hand menu and select Custom Fields.

Once the custom fields page is open, click the icon on the top right above the Custom Fields list to create a new Custom Field.

New custom field address type.png 

The New Custom Field window is displayed, with existing options for configuring required custom fields. 

Edit custom field for address types.png 

See Custom Fields - General Information for further details about configuring custom fields.

Add Standard Fields to Address Type

On the Address Type list page, click on the pencil icon to the left of the Address Type you want to add and configure Standard Fields to. 

Address type edit standard field.png

On the left hand menu of that Address Type page, select the Standard Fields tab. 

A list of the available Standard Fields associated with Address Type will appear. 

Address type standard fields.png

Click on the pencil icon next to the Standard Field that you want to add and configure.

Address type edit standard field specific.png

The Standard Field configuration window will open, allowing you to configure the visibility and validation that you wish to apply for this specific field. 

See the Standard Fields page if you require more information about Standard Fields. 

Address Template

The Address Template feature, found as a tab on the left hand menu when opening an Address Type's details, allows users to modify and configure how the Address Type is displayed and what it displays. 

There are two options to configuring the Address Template: through HTML or through the Field Picker, which allows more accessible and easy drag-and-drop functionality for configuration. 

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.

Address type template html.png

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.

Address type template drag and drop.png

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 list syntax [#(?object=address) ... #] under a user or company.

See Also