Viewing Address Types

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Revision as of 09:31, 16 July 2013 by Arthur Lathrop (talk | contribs) (Address Types on Contact Profiles)

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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

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