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Address Types

3,940 bytes added, 19:17, 17 June 2019
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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===
:: [[File:Menu for address type.png|border]] 
 {| class="contenttablewikitable"
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||'''Main'''
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<br /> ==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 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. 
==Add Custom Fields to Address Type==:*** Click on the '''Fields''' button to the right of the Address Type name you wish to add : [[File:Edit custom fields againstfield for address types.png|500px|border]] See [[image:AddessTypeNewField.pngCustom 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. 
:*** Click on the New Field tab at the top A list of the screenavailable Standard Fields associated with Address Type will appear. 
: [[imageFile:AddessTypeNewField2Address 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. 
:*** The ===Address Template===The '''New Custom FieldAddress Template ''' window 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, with existing options for configuring required custom fields. See [[Custom Fields – General Information]] for further detailsand what it displays. 
==Add Standard Fields There are two options to Address Type==:*** Click on the name of configuring the Address Type as displayed in the Name column.[[imageTemplate:AddessTypeStandard2through HTML or through the '''Field Picker, '''which allows more accessible and easy drag-and-drop functionality for configuration.png]] 
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 : [[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 Standard Fields tab at '''+''' icon located on the top right side of the screenpage, underneath the '''Selected Fields''' square.
[[image:AddessTypeStandardNewClick '''Save '''when the Address Template is complete.png]] 
===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.
:*** User is presented with a list of available : [[Contact and Account Standard FieldsFile:Address type enable multiple address.png|Standard fields450px|border]].
[[image:AddessTypeStandardOptions4. Press '''Save''' at the bottom of the page.png]]
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.
:*** Click on ===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 hyperlink Address Types in their system a '''Default''' for either Users or Organizations, a standard field and configure the visibility and validation function which can be modified directly in that you wish to apply for that specific fieldAddress Type's page.:*** Click Save
==Referencing If you have other problems with Address Types==:*** The @primaryaddress@ and @addressbook@ variables can be used would like more hands-on support, please feel free to reference addresses when multiple address types are enabled. See contact our [[Address Book Template]] for more information.:*** Individual Address Type values can be referenced using How the [[Web_Page_View_Field_Variables#To_Display_a_List_of_Activities.2C_Notes.2C_Transactions.2C_Contacts.2C_Companies.2C_Consumers.2C_ProvidersSmartSimple Support Desk Works|list syntaxSupport Desk]] [#(?object=address) ... #] under a user or company, which provides 24-5 support for all of our clients.
==See Also==
:*** [[Viewing Address Types]]:*** [[Troubleshooting Address Types]]:*** [[Address Book Template]]:*** [[Importing Address]]
[[Category:Global Settings]][[Category:Contacts]]
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