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Address Types

3,455 bytes added, 19:17, 17 June 2019
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==Configuration - Advanced==
===Add Custom Fields to Address Type===
:* Click on After clicking into the specific Address Type you want to configure, go to the left-hand menu and select '''Custom Fields.''' button to the right of the Address Type name you wish to add custom fields against.[[image:AddessTypeNewField.png]]
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. 
:* Click on the New Field tab at the top of the screen: [[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. :: [[imageFile:AddessTypeNewField2Address 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:* The through HTML or through the '''New Custom FieldPicker, ''' window is displayed, with existing options for configuring required custom fields. See [[Custom Fields – General Information]] which allows more accessible and easy drag-and-drop functionality for further detailsconfiguration. 
===Add Standard Fields To toggle from HTML template configuration to Address Type===:* Click the Field Picker, toggle on the '''Use Field Picker '''option at the name top of the the '''Address Type as displayed in the Name column.[[image:AddessTypeStandard2Template '''page.png]]
:: [[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 on Click '''Save '''when the Standard Fields tab at the top of the screenAddress Template is complete. 
[[image===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:AddessTypeStandardNewAddress 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.png]] '''<br />'''
To enable Multiple Address Types, follow these steps: 
1. Click on the 9-square menu icon on the top right of your page.
:* User is presented with a list of available [[Contact and Account Standard Fields|Standard fields]]: {{Icon-Menu}} 2.Under the heading '''Configuration, '''select '''Global Settings. '''
[[image:AddessTypeStandardOptions3. On the first tab, scroll down until the subheading '''System Options '''and toggle on the '''Enable Multiple Addresses '''feature.png]]
:: [[File:Address type enable multiple address.png|450px|border]]
4. Press '''Save''' at the bottom of the page.
:* Click Once you have toggled on the hyperlink for a standard field this option and configure saved your change, you have the visibility ability to associate organizations and validation that you wish users to apply for that specific fieldmultiple addresses.:* Click Save 
===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.
==See Also==
:* [[Viewing Address Types]]
:* [[Troubleshooting Address Types]]
:* [[Address Book Template]]
:* [[Importing Address]]
[[Category:Global Settings]][[Category:Contacts]]
Emmy Fu
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