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==Overview==
The '''Address Types '''setting allows you to define a number of different address types to be used elsewhere in the system.
==Configuration - Essentials==
===Example of Address Type===
'''Address Types '''are available to a [[User|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.
When accessing the [[profile]] of a user or organization, viewing their address details will reveal the relevant Address Type. If you are in the [[Global User Administrator|System Administrator]] role, you will also have the ability to modify the Address Type from the profile by editing the existing address or adding new addresses.
===Accessing Address Types===
In order to use this feature, follow these steps:
:: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings.'''
:: [[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 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.
'''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 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>
:: [[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 all.
Once the fields are populated as required, click '''Save.'''
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:
|-||'''Notes'''||You can create, edit and view [[image:New Multiple Notes Overview|notes]] attached to this Address SettingsType.PNG|-||link='''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 configuration instructions. |-||'''Standard Fields'''||Learn how to add Standard Fields to Address Type.|-||'''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.
:**'''IMPORTANT:* '''Maximum Number of Addresseswhen enabling you '''' - The maximum quantity of this type of address allowed.**:* 'must''Address Book Template''' - This setting can be used to personalize follow the block of text that is returned when using instructions on the @addressbook@ [[variableImporting Address]]Wiki article to ensure the existing addresses are retained. See If the [[''Enable Multiple Address Book Template]] page for configuration instructions.'' 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
===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.
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.
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.
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.
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:
:: {{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.
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===:*** User is presented with a list of available The @primaryaddress@ and @addressbook@ variables can be used to reference addresses when multiple address types are enabled. See [[Contact and Account Standard Fields|Standard fieldsAddress Book Template]]for more information.:* Individual Address Type values can be referenced using the [[image:AddessTypeStandardOptionsWeb_Page_View_Field_Variables#To_Display_a_List_of_Activities.2C_Notes.2C_Transactions.2C_Contacts.2C_Companies.2C_Consumers.png2C_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==
[[Category:Global Settings]][[Category:Contacts]]
