Multiple Address Tool [CATS Knowledge Base]

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=====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**.\\ 

<note tip>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. 
  * **''DO''** - Shows up as the default address for this account on Delivery Orders. 

</note>

[{{: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"}}