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Custom Field Type: Special - Address Lookup

306 bytes added, 19:17, 4 December 2018
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==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'').
==Field Illustrated==
[[Image:LookupAddress.PNG]]
==Field Options==All common options:<br />[[Image:LookupAddress.PNGCustom Fields - General Information #General_Settings|General Settings]]<br />[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />[[Custom Fields - General Information #Classic Options|Classic Options]]<br />For further information, please refer to [[Custom Fields – General Information]].<br /><br />Options listed below are specific to this particular field type.<br>
{{FieldOptions}}* '''Field IDs''': - Specify the field IDs of the custom fields that are being referenced from within the lookup{{ToolTip}}{{HideFieldForNewRecord}}{{SmartFieldView}}
{{OptionsTab}}}
{{AppearMandatory}}
{{EnableMultipleSelect}}
{{DisableFromGlobalSearch}}
* '''Lookup Source''': Specify the Lookup Source(s) as either ''contacts'', ''assigned'' or ''owner'' (or more than one, separated by a comma and '''no space''')
{{CFPermissionsTab}}
==Procedure==
 
1. Create either four or five [[Custom Fields]] of the type [[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.
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.
: ''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''')
==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.
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