CRM Address section.
Addresses may be associated with and shared by Contacts, Sites, Ship-to Addresses, Vendors, and Vendor Addresses. To create a new Address, select the "New Address" option. The following screen will appear:
When creating a new Address, you are presented with the following options:
- Street Address
Enter the street Address information.
- City
Enter the City information.
- State
Select a State from the list of available options. If a Country is selected that has States or Provinces defined, the list will hold only those States or Provinces defined for that Country.
- Postal Code
Enter the Postal Code.
- Country
Select a Country from the list of available options. This will automatically be set to the Default Country selected on the Configure CRM window if one has been selected. See Section 12.6, “Configure CRM” for more information.
- Notes
This is a scrolling text field with word-wrapping for entering Notes related to the Address. Any Notes entered on this screen are for internal purposes only.
To add Comments to an Address, select the "Comments" tab at the bottom of the "Address" screen. The following screen will appear:
When adding or reviewing Comments, you are presented with the following options:
- Verbose Text
Select to display all Comments in the list in an expanded view which includes the entire text of each Comment. To edit a Comment, simply select the "Edit" link next to the Comment. That link will not be shown for Changelog Comments, which can't be edited. If the "Verbose Text" option is not selected, the Comment list will display only header level information for each Comment.
- Comments
Display lists Comments related to the record.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new Comment.
- VIEW
Highlight a Comment and then select this button to reach a read-only view of the "Edit" screen.
- EDIT
Enables you to edit highlighted Comments—as long as the Comments are not "ChangeLog" Comments. ChangeLog Comments are system-generated and may not be edited. The edit screen is the same as that for creating a new Comment—except that when editing, the fields will contain Comment information. Double-clicking on a Comment will also bring you to the editing screen.
To enter a new Comment, select the NEW button. The following screen will appear:
- Comment Type
Select a Comment Type from the drop-down list to classify the Comment. This is a required step. Comment Types may be system-defined (i.e., "ChangeLog" and "General") or user-defined, as described in Section 13.13, “Comment Types”. Once you have specified a Comment Type, begin typing your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating the Comment, returning you to the previous screen.
- SAVE
Creates the Comment and adds it to the list of Comments.
- SHOW MORE
Select to show the complete list (i.e., "thread") of Comments associated with the record. To hide the list, simply select the SHOW MORE button again. The Comment thread will show the most recent Comment first.
Address Characteristics are user-defined definitions of an Address which may be used to provide additional layers of description. To enter Characteristics associated with an Address, select the "Characteristics" tab. The following screen will appear:
- Characteristics
Display lists the Characteristics related to the Address.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new Address Characteristic.
- EDIT
Enables you to edit highlighted Address Characteristics. The edit screen is the same as that for creating a new Address Characteristic—except that when editing, the fields will contain Address Characteristic information. Double-clicking on an Address Characteristic will also bring you to the editing screen.
- DELETE
Highlight an Address Characteristic and then select this button to remove the Address Characteristic from the list.
To create a new Address Characteristic, select the NEW button. The following screen will appear:
When creating a new Address Characteristic, you are presented with the following options:
- Characteristic
Select a Characteristic from the list of Characteristics designated as being available for use as Address Characteristics.
- Value
Enter a value to associate with the Characteristic.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating the Address Characteristic, returning you to the previous screen.
- SAVE
Creates the Address Characteristic and adds it to the list of Address Characteristics
To locate where in the application the Address is used, select the "Uses of the Address" tab. The following screen will appear:
The "Uses of the Address" list displays information on all Address cross-references, including used-at reference, first name or number, last name or number, CRM Account, phone number, alternate number, fax number, email address, and web address.
Tip
Web addresses will launch a web browser when selected. However, for this to work you must drop the http:// prefix from the web address. Instead use the form www.website.com.
To the far right of the list, the following buttons are available:
- EDIT
Enables you to edit highlighted used-at references.
- VIEW
Highlight a used-at reference and then select this button to reach a read-only view of the "Edit" screen.
Addresses may be associated with and shared by Contacts, Sites, Ship-to Addresses, Vendors, and Vendor Addresses. To access the master list of Contacts, select the "List Contacts" option. The following screen will appear:
The "List Addresses" screen displays information on all existing Addresses, including Address line 1, Address line 2, Address line 3, city, state, country, and postal code.
To the far right of the list, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Runs the report associated with this screen.
- NEW
Opens screen for creating a new Address.
- EDIT
Enables you to edit highlighted Addresses. The edit screen is the same as that for creating a new Address—except that when editing, the fields will contain Address information. Double-clicking on an Address will also bring you to the editing screen.
- VIEW
Highlight an Address and then select this button to reach a read-only view of the "Edit" screen.
- DELETE
Highlight an Address and then select this button to remove the Address from the list.