Add New Address |
 |
|
To add a new entry to the address field, click on the icon. After initiating this action, follow the steps below to input a new address. |
A. |
 |
- Add a name to the Name(1) Field.
- Click the Edit button(3) in Address field(2) to access Address(4) slide out menu.
- Fill out all the applicable fields in the Address(4) slide out menu and click OK(5) to proceed.
- Click Save button(6) to save the address or Cancel New button(7) to cancel your current process.
|
|
Edit |
 |
|
Click on the Edit button if you wish to modify any of the entries within the page. |
B. |
 |
- You can modify all the fields once you click on the edit button.
- If you wish to cancel the editing process click on Cancel Edit button (1).
|
|
Delete |
 |
|
Click on the delete button if you wish to remove any of the entries within the page. |
C. |
 |
- You will receive a message box to confirm your action, click the Delete (1) button to confirm or click the Cancel (2) button to cancel the process.
|
|
Task |
 |
|
Click on the task button if you wish to create a task for your self or assign a task to another individual. |
D. |
 |
- Follow the instructions on Tasks section for additional information on creating a task.
|
|
Record Selector |
 |
|
Click this button to access the record selector menu, which allows you to easily navigate amongst records. |
E. |
|
Address Group Section |
This section consists of all the information related to the primary address record you have created. |
F. |
 |
- Name (1) section shows the tenant of the primary address group.
- Address (2) Section shows the address you have entered for the record.
- You can click on Open Map (3) button to view the location of the address in Google maps.
- To edit the primary address click on the Edit (4) button to access Address slide out menu to modify.
|
|
Referenced Address Section |
This section can be used to link a secondary address with the primary address. |
G. |
 |
- Select any name from the Linked Address Ref (1) drop down menu to link it with the primary address.
- Address (2) section shows the address affiliated with the secondary contact.
- You can click on Open Map (3) button to view the location of the secondary address in Google maps.
|
|
All Address Section |
This is another type of address input field which provides a holistic view of all the addresses you have in a page. |
H. |
 |
- You can perform all the operations such as Add New Address (1), Modify(2) or Delete(3) addresses using the controls on command menu.
|
|