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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[[Image:Address Book.png|link=]]
 
[[Image:Address Book.png|link=]]
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* From this page, you can make edits to the addresses already stored on the contact record, or add new addresses.
  
 
==Address Types on Organization Profiles==
 
==Address Types on Organization Profiles==

Revision as of 09:32, 16 July 2013

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.

Address Types on Organization Profiles

  • Access the Organization Profile of any company with a category that an Address Type has been made available to. The address tabs will appear directly underneath the organization standard fields.

OrgAddressType.png


  • Both the Organization and User Profile address types will have the button to populate this alternate address with the values in the standard field.

PullAddressTypes.png


  • Both the Organization and User Profile address types will also have a Primary Address option for the addresses.

PrimaryAddressTypes.png


  • Once the Primary Address option has been set then address standard fields will become read only for that particular user or organization.

See Also