Address and Phone Setup
The Address and Phone Setup is used to configure the values in the drop-down lists for the fields within a profile page regarding Individual and Organizational addresses and phone.
To Navigate to the Address Setup:
- Open the Modules Menu and select CRM.
- On the CRM Overview, click the Address Setup link.
You can also select the Address and Phone Setup group item link in the Overview group item.
Deleting Values
To Delete a Value From a Drop-down List:
- On the Address and Phone Setup page, on the appropriate child form, find the record you would like to delete and click the Delete button.
- You will receive a warning message. Click OK to delete the item from the child form.
Note: After a drop-down list item is used, you will not be able to permanently delete the item. However, you can hide the record so that it does not show in the list by disabling it. To disable the record, check the hide / disable record? check box (see below).
Hiding/Disabling Values
To Hide/Disable a Value From a Drop-down List:
- On the Address and Phone Setup page, on the appropriate child form, find the record you would like to hide and click the edit button.
- Select the hide / disable record? check box and click Save. This removes the value from all of the drop-down lists.
Note: There is no show option to reverse the hide option. If you need the value again, you must add it again.
System Options
Phone Type
- Phone
- Phone Type Default: DefaultPhoneTypeGuid
Fax Type
- Fax
- Fax Type Default: DefaultFaxTypeGuid
Address Type
- Address
- BillingAddressType, DefaultAddressType and ShippingAddressType system options
Country
- Country
- Default=United States.
For the Default Country, the DefaultCountry and DefaultCountryGuid system options must be set.