Custom Field Type: Address Lookup

IMPORTANT: This custom field type currently only functions at Level 2

General Description

The "Address Validation" Custom Field allows you to automatically populate a set of address fields using the stored addresses for contacts associated with a Level 2 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 Validation 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 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 User Settings (such as Google Maps or MapQuest).

Procedure

1. Create custom fields of the type 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 Validation'.

3. In the Field IDs section of the Address Validation field, enter the custom field IDs of address, city, province, country (if used) and postal code created above in either of the following sequence:

address,city,province,postal code

OR

address,city,province,country,postal code

Note: be sure there are no spaces between the field IDs.

4. Specify the Lookup Source(s) from the following:

contacts,assigned

If you would like to select the address from contacts listed in both the contacts field and the assigned field you should list both in the Lookup Source section, separated by a comma and no space: contacts,assigned

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. If there are no contacts in stored in the field(s) 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:

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 not include the contact/company name:

Address Validation

If you have enabled the Address Validation service from SmartSimple then a further feature is available for this Custom Field type.