Changes

* User can click on New ==Overview==The '''Address Types '''setting allows you to use the Import and Export options to copy across define a number of different address types from other instances or can click on Addresses to manually enter new address type detailsbe used elsewhere in the system.  

==Configuration - Essentials=====Example of Address Type==='''Address Types '''are available to a [[image:NewAddressType.pngUser|user]] with a [[User role|role]] that an '''Address Type '''has been made available to; similarly, they are available to an [[Organization|organization]] with a [[Client Categories|category]]that an '''Address Type '''has been made available to.

[[image:NewAddressTypePage1.png|link=]]Click on the 9-square menu icon on the top right of your page. 

* The fields available include: :* '''Name''' - text used to identify an address type:* '''Caption''' - used if you want to have a label for the address that is different than the name :* '''Display Order''' - addresses will be displayed in the organization or user profile with regards to the "[[Display Order]]", with lowest value appearing furthest to the left of the screen3. :* '''Description''' - a general description for Under the address type. :* '''Color Code'''- an optional color code for the address type when displayed. :* '''Default Type''' - In order to use the Multiple Address featurefirst tab, a default address must be selected.::*'''As Default Type for Usersselect ''' - 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.<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">Note: If a Default Type is not set on an Address Type, the combo box for Address Types will not be displayed when adding/editing an address record.</pre>:*  '''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]]. See the [[Address Book Template]] page for configuration instructions.

* Once :: [[File:Address types.png|500px|border]] 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 fields are populated as required then click Saveleft of each Type name.  

* The :: [[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 Type types will now be visible 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 of available .|-||'''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 typesmust be selected.

[[image:Address_Types_Saved* '''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.png]]

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

* Click on the |-||'''FieldsMaximum Number of Addresses''' button to the right ||The maximum quantity of this specific type of the Address Type name you wish to add custom fields againstaddress allowed.  |}

[[image:AddessTypeNewField<pre> 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.png]]</pre>

* :: [[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 New Field tab at Address Type as a default for Users or Categories, you will not have the top of option to select specific roles or categories - instead, the screendefault function makes this Address Type available to all.

[[image:AddessTypeNewField2Once the fields are populated as required, click '''Save.png]]'''

* The '''New Custom Field''' window is On the left hand side, the menu items related to Address Types will be displayed, with existing options for configuring required custom fields. See [[Custom Fields – General Information]] for further details. : 

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

* Click on |-||'''Notes'''||You can create, edit and view [[Notes Overview|notes]] attached to this Address Type.|-||'''Address Template'''||You can create, edit and view the name [[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 configuration instructions. |-||'''Standard Fields'''||Learn how to add Standard Fields to Address Type.|-||'''Custom Fields'''||Learn how to add Custom Fields to Address Type as displayed in the Name column.  |}

[[image:AddessTypeStandard2===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.png]] 

* Click on ===Exporting Address Types===In order to use this feature, you must first go to [[Global Settings]] > [[Business & System Configuration|System]] and check off the Standard Fields tab at the top of the screen"Enable Multiple Address" option.

:* '''IMPORTANT:''' when enabling you '''''must''''' follow the instructions on the [[image:AddessTypeStandardNew.pngImporting 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

* User Once the custom fields page is presented with open, click the '''+ '''icon on the top right above the Custom Fields list to create a list of available [[Contact and Account Standard Fields|Standard fields]]new Custom Field.

:: [[imageFile:AddessTypeStandardOptionsNew custom field address type.png|500px|border]] The New Custom Field window is displayed, with existing options for configuring required custom fields. 

* Click ===Add Standard Fields to Address Type===On the Address Type list page, click on the hyperlink for a standard field '''pencil icon '''to the left of the Address Type you want to add and configure the visibility and validation that you wish Standard Fields to apply for that specific field. 

==Referencing :: [[File:Address Types==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 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. :: [[File:Address type template html.png|300px|border]]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. :: [[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 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 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 addresses that might respectively correspond to Office, Primary, Alternate, etc. '''<br />''' To enable Multiple Address Types, follow 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 subheading '''System Options '''and toggle on the '''Enable Multiple Addresses '''feature. :: [[File:Address type enable multiple address.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===:* 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. ===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.

:* [[Viewing Address Types]]:* [[Troubleshooting Address TypesBook Template]]:* [[Importing Address]]