Changes

[[image:Address_Types.png]]

==Creating New Address Type==

* Click on '''Address Types''' link within the [[Business & System Configuration]] section of the [[Global Settings]] page.

* User can click on New to use the Import and Export options to copy across address types from other instances or can click on Addresses to manually enter new address type details.

[[image:NewAddressType.png]]

* If User selects Addresses they can enter the details of the new address type into a number of available fields.

[[image:NewAddressTypeOptions.png]]

* The fields available include:

:* '''Roles Available to''' - User Roles that will be able to access and complete the specific address type from within their User Profile

:* '''Categories Available To''' - Organization Categories that will be able to access and complete the specific address type from within their Organization Profile

* Once the fields are populated as required then click Save.

* The Address Type should now be visible in the list of available address types.

[[image:Address_Types_Saved.png]]

[[image:AddessTypeNewField.png]]

* Click on the New Field tab at the top of the screen.

[[image:AddessTypeNewField2.png]]

* The '''New Custom Field''' window is displayed, with existing options for configuring required custom fields. See [[Custom Fields – General Information]] for further details.

[[image:AddessTypeStandard2.png]]

* Click on the Standard Fields tab at the top of the screen.

[[image:AddessTypeStandardNew.png]]

* User is presented with a list of available Standard fields.

[[image:AddessTypeStandardOptions.png]]

* Click on the hyperlink for a standard field and configure the visibility and validation that you wish to apply for that specific field.

[[image:UserAddressType.png]]

* Access the Organization Profile of any company with a category that an Address Type has been made available to. The address tabs should appear right underneath the organization standard fields.

[[image:OrgAddressType.png]]

* Both the Organization and User Profile address types will have the button to populate this alternate address with the values in the standard field.

[[image:PullAddressTypes.png]]

* Both the Organization and User Profile address types will also have a '''Primary Address''' option for the addresses.

[[image:PrimaryAddressTypes.png]]

* Once the '''Primary Address''' option has been set then address standard fields will become read only for that particular user or organization.