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Address Types

995 bytes added, 15:35, 17 June 2019
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Once the fields are populated as required, click '''Save.'''
 
The details of the new '''Address Type '''will display on a new page,  indicating that it is now available on the list of Address Types available in your [[SmartSimple]] [[instance]].
 
On the left hand side, the menu items related to Address Types will be displayed: 
 
:: [[File:Menu for address type.png|border]] 
 
{| class="contenttable"
|-
||'''Main'''
||
The '''General '''tab displays the descriptive information related to the Address Type: 
 
* Address Type ID 
* Name
* Caption
* [[Display order]]
* Description 
* Default Type options 
* Maximum Number of Addresses
 
The second '''Permissions & Availability '''tab denotes the roles, statuses, and categories able to access this Address Type. 
 
|-
||'''Notes'''
||You can create, edit and view [[Notes Overview|notes]] attached to this Address Type.
|-
||'''Address Template'''
||You can create, edit and view the [[Address Book Template|address template]] associated with this Address Type. The address template is a feature used to personalize the block of text that is returned when using the @addressbobok@ [[variable]]. See the [[Address Book Template]] page for configuration instructions. 
|-
||'''Standard Fields'''
||Learn how to add Standard Fields to Address Type.
|-
||'''Custom Fields'''
||Learn how to add Custom Fields to Address Type. 
|}
===Importing Address Types===
:
:* The '''import '''option is on the left; the '''export '''button is on the right. 
 
===Exporting Address Types===
In order to use this feature, you must first go to [[Global Settings]] > [[Business & System Configuration|System]] and check off the "Enable Multiple Address" option.
  :* '''IMPORTANT:''' when enabling you '''''must''''' follow the instructions on the [[Importing Address]] Wiki article to ensure the existing addresses are retained. 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.:** <br />:**:* '''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.  :*** The Address Type will now be visible in the list of available address types.[[image:Address_Types_Saved.png]]  
==Add Custom Fields to Address Type==
:*** Click on the '''Fields''' button to the right of the Address Type name you wish to add custom fields against.
[[image:AddessTypeNewField.png]]
 
:*** Click on the New Field tab at the top of the screen.
 
[[image:AddessTypeNewField2.png]]
:*** Click on the name of the Address Type as displayed in the Name column.
[[image:AddessTypeStandard2.png]]
 
:*** Click on the Standard Fields tab at the top of the screen.
 
[[image:AddessTypeStandardNew.png]]
:*** User is presented with a list of available [[Contact and Account Standard Fields|Standard fields]].
 
[[image:AddessTypeStandardOptions.png]]
:*** Click on the hyperlink for a standard field and configure the visibility and validation that you wish to apply for that specific field.
:*** Click Save
 
==Referencing Address Types==
:*** The @primaryaddress@ and @addressbook@ variables can be used to reference addresses when multiple address types are enabled. See [[Address Book Template]] for more information.
:*** Individual Address Type values can be referenced using the [[Web_Page_View_Field_Variables#To_Display_a_List_of_Activities.2C_Notes.2C_Transactions.2C_Contacts.2C_Companies.2C_Consumers.2C_Providers|list syntax]] [#(?object=address) ... #] under a user or company.
 
==See Also==
:*** [[Viewing Address Types]]
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