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cats:procedures:accounting:multipleaddress [2019/03/18 20:45] – amanda | cats:procedures:accounting:multipleaddress [2020/03/03 17:39] – [Managing Contacts] jen |
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Go to **Accounting > Accts:Name/Address > Review Account**. | Go to **Accounting > Accts:Name/Address > Review Account**. |
[{{:cats:procedures:accounting:multipleaddresstools_menu.png?|Multiple Address Tool from Account}}] | [{{:cats:procedures:accounting:acctsreview_accessmenu.png|Multiple Address Tool from Account}}] |
Enter an account record that you want to add or edit the address and press **OK**.\\ | Enter an account record that you want to add or edit the address and press **OK**.\\ |
[{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}] | [{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}] |
* **''CONTRACT''** - Automatically shows up as the counterparty address on contract confirmations. | * **''CONTRACT''** - Automatically shows up as the counterparty address on contract confirmations. |
* **''INVOICE''** - Automatically populates as the counterparty address on invoices for this account. | * **''INVOICE''** - Automatically populates as the counterparty address on invoices for this account. |
* **''DO''** - Shows up as the default address for this account on Delivery Orders. </note> | * **''DO''** - Shows up as the default address for this account on Delivery Orders. |
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| </note> |
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[{{:cats:procedures:accounting:multipleaddresstools_addmainaddresstag.png?|Tag New Address}}] | [{{:cats:procedures:accounting:multipleaddresstools_addmainaddresstag.png?|Tag New Address}}] |
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Press **Cancel** then **Exit** to return to the review account menu.\\ | Press **Cancel** then **Exit** to return to the review account menu.\\ |
{{tag>"multiple address tool" "address" "contacts"}} | {{tag>"multiple address tool" "managing contacts"}} |
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