Changes

Jump to: navigation, search

Address Types

493 bytes added, 19:15, 12 July 2013
Creating New Address Type
:* '''Description''' - a general description for the address type.
:* '''Color Code'''- an optional color code for the address type when displayed.
:* '''Default Type''' - In order to use the Multiple Address 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 company records.
:* '''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
:* '''Address Book Template''' - This setting can be used to customize the block of text that is returned when using the @addressbook@ [[variable]].
* Once the fields are populated as required then click Save.
[[image:Address_Types_Saved.png]]
 
 
==Add Custom Fields to Address Type==
8,849
edits

Navigation menu