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cats:procedures:accounting:multipleaddress [2016/06/10 13:56] – [Adding Addresses from a Contract Confirmation] jen | cats:procedures:accounting:multipleaddress [2020/03/03 17:40] (current) – jen | ||
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=====Multiple Address Tool===== | =====Multiple Address Tool===== | ||
+ | {{entry> | ||
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. | 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. | ||
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Go to **Accounting > Accts: | Go to **Accounting > Accts: | ||
- | [{{: | + | [{{: |
- | Enter an account record that you want to add or edit the address.\\ | + | Enter an account record that you want to add or edit the address |
[{{: | [{{: | ||
Go to **Other Address** on the top menu. | Go to **Other Address** on the top menu. | ||
[{{: | [{{: | ||
- | The address information box will pop-up. Use the **Address List** tab to search addresses. | + | The address information box will pop-up. Use the **Address List** tab to search addresses. |
- | **Add**- Add a new empty alternate address for this company.\\ | + | |
- | **Copy**- Copy the currently selected address into a new alternate address.\\ | + | Widen the dialog to see more address fields. From the address information box, you can:\\ |
- | **Edit**- View/Edit the details of this address.\\ | + | |
- | **Print**- Print an address label.\\ | + | |
+ | | ||
+ | | ||
[{{: | [{{: | ||
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[{{: | [{{: | ||
Assign a tag to the new address and press **OK**.\\ | Assign a tag to the new address and press **OK**.\\ | ||
+ | |||
+ | <note tip> | ||
+ | Some special tags include: | ||
+ | * **'' | ||
+ | * **'' | ||
+ | * **'' | ||
+ | |||
+ | </ | ||
+ | |||
[{{: | [{{: | ||
The new address will show in the address information box.\\ | The new address will show in the address information box.\\ | ||
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[{{: | [{{: | ||
The updated address will show in the address information box.\\ | 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.\\ | ||
+ | [{{: | ||
+ | |||
+ | Click **Review** to review an address.\\ | ||
+ | [{{: | ||
+ | Highlight the address you want to delete and press **Delete**.\\ | ||
+ | [{{: | ||
====Looking Up or Adding Addresses On Forms==== | ====Looking Up or Adding Addresses On Forms==== | ||
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[{{: | [{{: | ||
- | + | Press **Cancel** then **Exit** to return to the review account menu.\\ | |
- | {{tag>" | + | {{tag>" |