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Address Types

1,436 bytes removed, 14:33, 17 June 2019
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===Example of Address Type===
'''Address Types '''are available to a [[User|user]] with a [[User role|role]] that an '''Address Type '''has been made available to. 
 
* '''As Default Type for Users - '''Select this option to make this Address Type the default type for user records. 
* '''As Default Type for Companies - '''Select this option to make this Address Type the default type for organization records.
 
'''Note: '''Enabling either of these will make ''all ''roles (for Users) and ''all ''categories (for Companies) have access to this Address Type. 
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||The maximum quantity of this specific type of address allowed. 
|}
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<pre> If a Default Type is not set on an Address Type - either for Users or Companies - the combo box for Address Types will not be displayed when adding/editing an address record. </pre>
In order to use this featureClick '''Save '''once you are done filling out the fields, you must first go to [[Global Settings]] > [[Business & System Configuration|System]] and check off click onto the "Enable Multiple Address" optionsecond tab, '''Permissions and Availability.'''
:: [[File:New address type permissions.png|600px|border]]
Click into each text box to select which statuses, roles, and categories will have access to this Address Type from within their user or company [[Profile|profile]]. 
* '''IMPORTANT:''' when enabling you 'Once the fields are populated as required, click ''''must''''' follow the instructions on the [[Importing Address]] Wiki article to ensure the existing addresses are retainedSave. If the ''Enable Multiple Address'' option is turned on without importing addresses from existing profiles or loading a new set of addresses, whenever a new address is added to a profile, the original data stored in the profile address will be lost.
==Creating New Address Type==* Click on '''Address Types''' link within the In order to use this feature, you must first go to [[Global Settings]] > [[Business & System Configuration|Business & System Configuration]] section of and check off the [[Global Settings]] page"Enable Multiple Address" option.
* User can click on New to use the Import and Export options to copy across address types from other instances or can click on Addresses to manually enter new address type details.
* The fields available include:
** '''Name''' - text used to identify an address type
** '''Caption''' - used if you want to have a label for the address that is different than the name
** '''Display Order''' - address types will be displayed in the drop-down with regards to the "[[Display Order]]", with lowest value appearing first in the drop-down list.
** '''Description''' - a general description for the address type.
** '''Color Code'''- an optional color code for the address type when displayed.
** '''Default Type''' - In order to use the Multiple Address feature, a default address must be selected.
*** '''As Default Type for Users''' - Select this option to make this Address Type the default type for user records.
*** '''As Default Type for Companies''' - Select this option to make this Address Type the default type for company records.
<pre style="white-space* '''IMPORTANT: -o-pre-wrap; word-wrap: break-word;">Notes: If a Default Type is not set ''' when enabling you '''''must''''' follow the instructions on an the [[Importing Address Type, ]] Wiki article to ensure the combo box for Address Types will not be displayed when adding/editing an address recordexisting addresses are retained.If an the ''Enable Multiple Address Type '' option is made turned on without importing addresses from existing profiles or loading a "Default Type for Usersnew set of addresses," all roles will have access whenever a new address is added to this Address Type.If an Address Type is made a "Default Type for Companiesprofile," all categories the original data stored in the profile address will have access to this Address Typebe lost.</pre>
**
**:* '''Maximum Number of Addresses''' - The maximum quantity of this type of address allowed.
**:* '''Address Book Template''' - This setting can be used to personalize the block of text that is returned when using the @addressbook@ [[variable]]. See the [[Address Book Template]] page for configuration instructions.
*
*
 
[[image:New Multiple Address Permissions.PNG|link=]]
 
**
**:* '''Roles Available to''' - User Roles that will be able to access and complete the specific address type from within their User Profile
**:* '''Categories Available To''' - Organization Categories that will be able to access and complete the specific address type from within their Organization Profile
 
*** Once the fields are populated as required then click Save.
*** The '''New Custom Field''' window is displayed, with existing options for configuring required custom fields. See [[Custom Fields – General Information]] for further details.
 
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