Changes

Custom Field Type: Address Lookup

3,791 bytes removed, 14:35, 22 July 2013
{{CustomFieldPageHeader}} '''IMPORTANT: This [[Custom Fields|custom field type]] currently only functions at Level 2''' ==General Description==The '''Address Lookup''' [[Custom Field]] allows you to automatically populate a set of address fields using the addresses stored within your copy of [[SmartSimple]] for the contacts associated with a <u>'''Level 2'''</u> record.  For example, if you have 2 people listed in the '''Contacts''' section of the Level 2 entity, clicking on the '''Lookup''' button associated with the '''Address Lookup''' field would display a list of all addresses associated with these 2 contacts. It will display the address listed for the contact, the address of the company the contact belongs to, as well as the addresses of any companies with which the contact is [[Associates|associated]].  A '''Map''' button is also displayed next to the '''Lookup''' button which will display the location of the selected address using the online mapping service you have selected in your [[Default User Settings|User Settings]] (such as ''Google Maps'' or ''MapQuest''). [[Image:LookupAddress.PNG]] ==Procedure== 1. Create either four or five [[Custom Fields]] of the type #REDIRECT [[Custom Field Type: Text – Single Line|Text Box - Single Line]] to store the Address, City, Province, Country (optional) and Postal Code. They can be given any name you wish. 2. Create another [[Custom Field]] of the type '''Address Lookup'''. 3. In the '''Field IDs''' section of the Address Lookup field, enter the [[Custom Field]] IDs of the address, city, province, country (if used) and postal code fields created above, in one of the following sequences: :''address,city,province,postal code''::OR:''address,city,province,country,postal code '''Note:''' be sure there are no spaces between the field IDs, just a comma. 4. Specify the Lookup Source(s) as either ''contacts'', ''assigned'' or ''owner'' (or more than one, separated by a comma and '''no space''') [[Image:LookupField.PNG]] ==Usage== When you click the '''Lookup''' button you will be given a list of all addresses associated with the contact(s) in the field(s) you specified in the '''Lookup Source''' section. <br>'''Note:''' If there are no contacts in stored in the Lookup Source field(s) you specified, you will receive an error stating that no source was provided. If you want the person or company name (under the ''Building'' heading) to appear in the '''Address''' field along with the street address you should click on the relevant hyperlink under building name: [[Image:Building.PNG]] Otherwise, clicking on any hyperlink that is '''not''' under the ''Building'' heading will populate the associated street address, city, province, country (if used) and postal code into the fields specified, but will not include the contact/company name: [[Image:NBuilding.PNG]] ==Address Validation== If you have enabled and subscribed to the [[Address Validation]] service from [[SmartSimple]] then a further feature is available for this [[Custom Field]] type. In the '''Lookup Source''' section of the '''Address Lookup''' custom field you can include ''address'', either alone or with the ''contacts'' and ''assigned'' fields as described above. [[Image:FIDaddress.PNG]] Clicking on the '''Lookup''' button when viewing a Level 2 record will work as described above, listing the addresses stored within [[SmartSimple]] for the contacts in the specified Lookup Source field(s) (''contacts'' or ''assigned''). You also have the option of entering part of the address manually, and then clicking the '''Validate Address''' button. The system will then display a list of all matching addresses stored within the [[Address Validation]] database which is provided by Canada Post on a monthly basis. [[Image:Validate.PNG]]  {{CustomFieldPageFooter}}
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