Differences

This shows you the differences between two versions of the page.

--- cats:procedures:accounting:multipleaddress [2016/06/10 14:29] – jen
+++ cats:procedures:accounting:multipleaddress [2020/03/03 17:40] (current) – jen
@@ Line 1: / Line 1: @@
 =====Multiple Address Tool=====
-{{entry>0;Address;-}}{{entry>0;Contacts;-}}{{entry>0;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.
@@ Line 6: / Line 6: @@
 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.\\
+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. Addresses are identified by their tag. The "Main" tag is the default tag for this company. Other tags include CONTRACT, INVOICE and DO. Widen the dialog to see more address fields. From the address information box, you can:\\
+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.\\
+  * **Add**- Add a new empty alternate address for this company.\\
-**Print**- Print an address label.\\
+  * **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}}]
@@ Line 28: / Line 30: @@
 [{{: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.\\
@@ Line 47: / Line 58: @@
 [{{:cats:procedures:accounting:multipleaddresstools_addcontacts_001.png?|Add an address.}}]
-Press **Review** to review 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====
@@ Line 95: / Line 102: @@
 [{{:cats:procedures:accounting:multipleaddresstools_deleteacontact.png?|Delete a contact}}]
+Press **Cancel** then **Exit** to return to the review account menu.\\
-{{tag>"multiple address tool" "address" "contacts"}}
+{{tag>"multiple address tool" "managing contacts"}}