Changes

[[image:NewAddressTypeOptions==Overview==The '''Address Types '''setting allows you to define a number of different address types to be used elsewhere in the system.png]] 

# The fields available include: ==Configuration - Essentials==:* Name - text used to identify an address type===Example of Address Type===:* Caption - used if you want '''Address Types '''are available to have a label for the address that is different than the name :* Display Order - addresses will be displayed in the organization or [[User|user profile ]] with regards a [[User role|role]] that an '''Address Type '''has been made available to the "Display Order"; similarly, with lowest value appearing furthest they are available to the left of the screen. :* Description - a general description for the address type. :* Color Code - an optional color code for the address type when displayed. :* 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 |organization]] with a [[Client Categories |category]] that will be able an '''Address Type '''has been made available to access and complete the specific address type from within their Organization Profile.

# Once When accessing the fields [[profile]] of a user or organization, viewing their address details will reveal the relevant Address Type. If you are populated as required then click Save. # The in the [[Global User Administrator|System Administrator]] role, you will also have the ability to modify the Address Type should now be visible in from the profile by editing the list of available existing address typesor adding new addresses.  

[[image===Accessing Address Types===In order to use this feature, follow these steps:Address_Types_Saved.png]] 

1. Click on the 9-square menu icon on the top right of your page.  :: {{Icon- standard field settings Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.''' 3. Under the first tab, select '''Address Types. ''' :: [[File:Address types.png|500px|border]] The list of available Address Types will be displayed. If there are also available 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.  :: [[File:New address type.png|650px|border]] {| class="wikitable"|-||'''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 typeswill be displayed in the drop-down with regards to the [[Display order|display order]], with the lowest value of display order appearing first in the drop-down list.|- ||'''Description '''||A general description for the address types can 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. |} <pre> If a Default Type is not set up 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. </pre> Click '''Save '''once you are done filling out the fields, and click onto the second tab, '''Permissions and Availability.''' :: [[File:New address type permissions.png|600px|border]]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|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 certain 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:  :: [[File:Menu for address type.png|border]] {| class="wikitable"|-||'''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 for users , statuses, and certain categories able to access this Address Type.  |-||'''Notes'''||You can create, edit and view [[Notes Overview|notes]] attached to this Address Type.|-||'''Address Template'''||You can create, edit and view the [[Address Book Template|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 companiesconfiguration instructions. |-||'''Standard Fields'''||Learn how to add Standard Fields to Address Type.once |-||'''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.  :: [[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 upof 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 corresponding user / company new Custom Field. :: [[File:New custom field address type.png|500px|border]] The New Custom Field window is displayed, with existing options for configuring required custom fields.  :: [[File:Edit custom field for address types.png|500px|border]] 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.  :: [[File:Address type edit standard field.png|600px|border]]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.  : [[File:Address type standard fields.png|450px|border]]Click on the '''pencil icon '''next to the Standard Field that you want to add and configure. :: [[File:Address type edit standard field specific.png|400px|border]]The Standard Field configuration window will see 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 address tabs right underneath left hand menu when opening an Address Type's details, allows users to modify and configure how the user / company standard fieldsAddress 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- there 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. :: [[File:Address type template html.png|300px|border]]The '''Field Picker '''feature will be 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 primary 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 option 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 addressesthat might respectively correspond to Office, Primary, Alternate, etc. '''<br />''' To enable Multiple Address Types, once setfollow 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 user / company subheading '''System Options '''and toggle on the '''Enable Multiple Addresses '''feature. :: [[File:Address type enable multiple address standard fields will become read only.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===- variable processing :* The @primaryaddress@ and @addressbook@ variables can be used to reference addresses when multiple address types are available 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. If you have other problems with Address Types and would like more hands-on support, please feel free to contact our [[How the SmartSimple Support Desk Works|Support Desk]], which provides 24-5 support for all of our clients. ==See Also==:* [[Viewing Address Types]]:* [[Address Book Template]]:* [[Importing Address]][[Category:Global Settings]][[Category:Contacts]]