=====Multiple Address Tool===== {{entry>0;Contacts;-}} {{entry>0;Multiple Address Tool;-}} Each company can have multiple addresses. CATS allows you to add or edit any address field found on invoices, traffic forms, delivery orders and contracts. There are a few ways to do this. ====Adding Addresses and Contacts==== Go to **Accounting > Accts:Name/Address > Review 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**.\\ [{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}] Go to **Other Address** on the top menu. [{{:cats:procedures:accounting:multipleaddresstools_otheraddresstopmenu.png?|}}] The address information box will pop-up. Use the **Address List** tab to search addresses. Widen the dialog to see more address fields. From the address information box, you can:\\ * **Add**- Add a new empty alternate address for this company.\\ * **Copy**- Copy the currently selected address into a new alternate address.\\ * **Edit**- View/Edit the details of this address.\\ * **Print**- Print an address label.\\ [{{:cats:procedures:accounting:multipleaddresstools_addressinformationbox.png?|Address Information Box Address List Tab}}] You can also select the company by choosing the **Company** tab. Use the **Filter** controls below the list to search the company list. [{{:cats:procedures:accounting:multipleaddresstools_addressinformationboxcompany.png?|Address information Box Company Tab}}] Click **Add** to add a new address. [{{:cats:procedures:accounting:multipleaddresstools_addressinformationboxupdatedadd.png?|Add a new address}}] Enter the new information and press **OK**. [{{:cats:procedures:accounting:multipleaddresstools_addmainaddress.png?|Add Main Address}}] Assign a tag to the new address and press **OK**.\\ Addresses are identified by their tag. The **Main** tag is the default tag for this company. You can add new addresses, each with their own tag. Some special tags include: * **''CONTRACT''** - Automatically shows up as the counterparty address on contract confirmations. * **''INVOICE''** - Automatically populates as the counterparty address on invoices for this account. * **''DELIVERY''** - Shows up as the default address for this account on Delivery Orders. [{{:cats:procedures:accounting:multipleaddresstools_addmainaddresstag.png?|Tag New Address}}] The new address will show in the address information box.\\ Choose **Copy** to copy the currently selected address into a new address. [{{:cats:procedures:accounting:multipleaddresstools_addressinformationboxupdated.png?|Copy the selected address into a new address}}] Add any additional information or make changes and press **OK**. [{{:cats:procedures:accounting:multipleaddresstools_copymainaddress.png?|Press Ok after making changes to copied address}}] You will return to the address information box which will reflect the updated address. Choose **Edit** to view and edit the details of this address. [{{:cats:procedures:accounting:multipleaddresstools_addressinformationboxedit.png?|}}] Edit details and press **OK**. [{{:cats:procedures:accounting:multipleaddresstools_editmainaddress.png?|Edit main address.}}] The updated address will show in the address information box.\\ You can also add or review an address from the right hand corner of the review account screen.\\ Click **Add** to add an address.\\ [{{:cats:procedures:accounting:multipleaddresstools_addcontacts_001.png?|Add an address.}}] Click **Review** to review an address.\\ [{{:cats:procedures:accounting:multipleaddresstools_clickreviewaddress.png?|Review an address.}}] Highlight the address you want to delete and press **Delete**.\\ [{{:cats:procedures:accounting:multipleaddresstools_deleteaddress.png?|Delete an address.}}] ====Looking Up or Adding Addresses On Forms==== From any form pick **Address** from the top menu and you can edit address for Delivery Clerk, Send Samples, Sample By or Account Of.\\ [{{:cats:procedures:accounting:multipleaddresstools_trafficformscanaddress.png?|Choose address from top menu.}}] For example, pick **Address > Delivery clerk**, select your account code and **Apply**. [{{:cats:procedures:accounting:multipleaddresstools_trafficformscandeliveryclerk.png?|}}] You will then return to the standard address information box pop up.\\ [{{:cats:procedures:accounting:multipleaddresstools_addressinformationbox.png?|Address Information Box}}] Proceed as described above to change the address. ====Adding Addresses from a Contract Confirmation==== You can also edit an address from a contract confirmation. Open a contract and go to **Cntr** on the top menu.\\ [{{:cats:procedures:accounting:multipleaddresstools_fromcontractconfirm.png?|Go to a Contract Confirmation}}] Go to **Address** on top menu to add or change a address.\\ [{{:cats:procedures:accounting:multipleaddresstools_cntraddress.png?|Go to address on top menu from a contract confirm.}}] Select the company that you would like to add an address.\\ [{{:cats:procedures:accounting:multipleaddresstools_selectaddress.png?|Select address you want to edit.}}] Add or edit the address and press **OK** to accept. [{{:cats:procedures:accounting:multipleaddresstools_acceptaddress.png?|Press OK to accept address.}}] The changes will now appear on the contract confirmation. **Exit** will bring you back to contract main.\\ ====Managing Contacts==== You can add a contact to an account code.\\ Go to **Accounting > Accts:Name/Address > Review Account**. [{{:cats:procedures:accounting:multipleaddresstools_menu.png?|Multiple Address Tool from Account}}] Enter the account code that you want to add a contact.\\ [{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}] On the right hand side of the screen you will see two boxes. Press **Add** under the box on the right labeled **Contacts**.\\ [{{:cats:procedures:accounting:multipleaddresstools_addcontacts.png?|Add address or contacts}}] Add in the contact information and press **OK**. [{{:cats:procedures:accounting:multipleaddresstools_addcontactinformationscreen.png?|Add contact information}}] You can review a contact by pressing **Review** under the box on the right labeled **Contacts**.\\ [{{:cats:procedures:accounting:multipleaddresstools_clickreviewcontacts.png?|Review contact screen}}] The address information box will pop up. Highlight the contact you want to delete and press **Delete**.\\ [{{:cats:procedures:accounting:multipleaddresstools_deleteacontact.png?|Delete a contact}}] Press **Cancel** then **Exit** to return to the review account menu.\\ {{tag>"multiple address tool" "managing contacts"}}