Differences

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

--- cats:procedures:accounting:multipleaddress [2019/03/18 20:43] – amanda
+++ 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 and press **OK**.\\
 [{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}]
@@ Line 12: / Line 12: @@
 [{{: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. You can add new addresses, each with their own tag.
+The address information box will pop-up. Use the **Address List** tab to search addresses.
-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.
 Widen the dialog to see more address fields. From the address information box, you can:\\
@@ Line 34: / 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 57: / Line 62: @@
 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 99: / Line 103: @@
 Press **Cancel** then **Exit** to return to the review account menu.\\
-{{tag>"multiple address tool" "address" "contacts"}}
+{{tag>"multiple address tool" "managing contacts"}}