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==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===
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, statuses, and 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 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===
:: [[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
==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.'''
:: [[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 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.
===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.
:: [[imageFile:AddessTypeNewField2Address 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.
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.
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.
==See Also==
[[Category:Global Settings]][[Category:Contacts]]
