Difference between revisions of "Viewing Address Types"

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==Address Types on Contact Profiles==
 
==Address Types on Contact Profiles==
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* Access the User [[Profile]] of any [[user]] with a [[role]] that an [[Address Types|Address Type]] has been made available to.
  
* Access the User [[Profile]] of any [[user]] with a [[role]] that an [[Address Types|Address Type]] has been made available to.
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<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Note: Address Types that have been set as "default" are available for all roles.</pre>
<pre style="white-space: pre-wrap;
 
white-space: -moz-pre-wrap;
 
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Note: Address Types that have been set as "default" are available for all roles.</pre>
 
  
 
[[image:ContactProfile.png|link=|700px]]
 
[[image:ContactProfile.png|link=|700px]]
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[[Image:Address Book.png|link=|700px]]
 
[[Image:Address Book.png|link=|700px]]
  
* From this page, you can make edits to the addresses already stored on the contact record, or add new addresses. Clicking on the New Address button will expose the fields to be entered for the new address. Select the "Address Type" from the Address Type dropdown box and enter the relevant details.  
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* From this page, you can make edits to the addresses already stored on the contact record, or add new addresses. Clicking on the New Address button will expose the fields to be entered for the new address. Select the "Address Type" from the Address Type dropdown box and enter the relevant details.
  
 
[[Image:NewAddressInAddressBook.png|link=|700px]]
 
[[Image:NewAddressInAddressBook.png|link=|700px]]
  
 
==Address Types on Organization Profiles==
 
==Address Types on Organization Profiles==
 
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* Access the Organization Profile of any company with a [[Client Categories|category]] that an Address Type has been made available to.
* Access the Organization Profile of any company with a [[Client Categories|category]] that an Address Type has been made available to.  
 
  
 
[[image:OrganizationProfile.png|link=|700px]]
 
[[image:OrganizationProfile.png|link=|700px]]
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==See Also==
 
==See Also==
 
* [[Address Types]]
 
* [[Address Types]]
* [[Troubleshooting Address Types]]
 
 
* [[Address Book Template]]
 
* [[Address Book Template]]
 
* [[Importing Address]]
 
* [[Importing Address]]
 
[[Category:Global Settings]][[Category:Contacts]]
 
[[Category:Global Settings]][[Category:Contacts]]

Latest revision as of 14:09, 17 June 2019

Address Types on Contact Profiles

Note: Address Types that have been set as "default" are available for all roles.

ContactProfile.png

  • Clicking on the "Address Book" hyperlink on the profile page will bring up the Address Book dialog box.

Address Book.png

  • From this page, you can make edits to the addresses already stored on the contact record, or add new addresses. Clicking on the New Address button will expose the fields to be entered for the new address. Select the "Address Type" from the Address Type dropdown box and enter the relevant details.

NewAddressInAddressBook.png

Address Types on Organization Profiles

  • Access the Organization Profile of any company with a category that an Address Type has been made available to.

OrganizationProfile.png

  • The hyperlink for "Address Book" works in an identical fashion to the Address Book on the User/Contact profile.

See Also