Changes

Jump to: navigation, search

Address Types

12 bytes added, 15:15, 17 June 2019
no edit summary
{{Banner-UnderConstruction}}
 
 
__TOC__
:: [[File:Import export address types.png|border]]
: :* 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]] > [[Business & System Configuration|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.:** :**:* '''Address Book Template''' - This setting can be used to personalize the block of text that is returned when using the @addressbook@ [[variable]]. See the [[Address Book Template]] page for configuration instructions.
**
**:* '''Address Book Template''' - This setting can be used to personalize the block of text that is returned when using the @addressbook@ [[variable]]. See the [[Address Book Template]] page for configuration instructions.
 
 
 
*** The Address Type will now be visible in the list of available address types.
:*** The Address Type will now be visible in the list of available address types.
[[image:Address_Types_Saved.png]]
==Add Custom Fields to Address Type==
:*** Click on the '''Fields''' button to the right of the Address Type name you wish to add custom fields against.
[[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. 
==Add Standard Fields to Address Type==
:*** Click on the name of the Address Type as displayed in the Name column.
[[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 [[Contact and Account Standard Fields|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.:*** Click Save 
==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. 
==See Also==
:*** [[Viewing Address Types]]:*** [[Troubleshooting Address Types]]:*** [[Address Book Template]]:*** [[Importing Address]]
[[Category:Global Settings]][[Category:Contacts]]
2,299
edits

Navigation menu