Difference between revisions of "Viewing Address Types"

Revision as of 09:58, 16 July 2013

Access the User Profile of any user with a role that an Address Type has been made available to.

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

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

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.

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

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 ==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.
+* Access the Organization Profile of any company with a category that an Address Type has been made available to.
-[[image:OrgAddressType.png]]
+[[image:OrganizationProfile.png|link=|700px]]
-* Both the Organization and User Profile address types will have the button to populate this alternate address with the values in the standard field.
-[[image:PullAddressTypes.png]]
-* Both the Organization and User Profile address types will also have a '''Primary Address''' option for the addresses.
-[[image: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==