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Address Setup

The following sections describe the tasks required to set up an Address in netFORUM.

Address Type

Address Type
The type of address as it relates to the customer.

Example: business, home, residential, billing, mailing, shipping, temporary, Federal Express.

To Set Up an Address Type:

  1. Go to the Address Setup page.
  2. Click the Address tab, if it is not already selected.
  3. On the address type child form, click the Add button.
  4. In the Add - Address Type window, enter the address type.
  5. Click Save.

Note: The key field on the child form is a GUID used in the system option values.

The Address Type drop-down list is located where in netFORUM?

  1. In the CRM module, click the Individual group item.
  2. Select the Add Individual group item link.
  3. The Add - Individual page will display.
  4. The address (type) drop-down list is located on both panels of the Address Information section.

Bad Address Type

The Bad Address Type indicates why mail cannot be delivered to an address.

Example: bad zip code, moved - no forwarding address, unknown street number.

To Set up a Bad Address Type:

  1. Go to the Address Setup page.
  2. Click the Address tab, if it is not already selected.
  3. On the bad address type child form, click the add button.
  4. In the Add Bad Address Type window, enter the bad address type.
  5. Click Save.

Note: THIS IS USED SPARINGLY IN netFORUM! The preferred method for noting changing or incorrect address information is the Address Hold Type drop-down lists.

Country Setup

Country
A definitive geographic entity (e.g., country name, kingdom or province).

Example: Examples of Country Codes: Argentina, Australia, Austria, Belgium, United Kingdom, etc.

To Set Up a Country:

  1. Go to the Address Setup page.
  2. Click the Address tab, if it is not already selected.
  3. On the country setup child form, click the Add button.
  4. The Add - Country window will display
  5. Enter a country in the country field (NOTE: All other fields are optional)
  6. Click Save.

The Country drop-down list is located where in netFORUM?

  1. In the CRM module, click the Individual or Organization group items.
  2. Select the Add Individual or Organization group item links.
  3. The Add page will display.
  4. The country drop-down list is located on both panels of the Address Information section and is required in Phone setup section.

Note: The country drop-down list defaults to United States unless you select the alternate country system option.

Adding a State/Territory

State/Territory
A definitive area within a larger geographic entity.

Example: Scotland, Wales, England, Puerto Rico, Alaska, Santorini, Alberta, etc.

To Add a State/Territory:

  1. On the specific country's child form, click the Add button.
  2. The Add - State_Territory window will display.
  3. Enter a country in the country field (NOTE: All other fields and drop-down lists are optional).
  4. Click Save.

Adding a Mailing Label Format

This is where you can set the format for domestic and international mailing labels. The HTML Merge Codes can be customized and arranged in any order.

This is an example of a standard address label format in the United States.

Tip: Inquire in advance with individuals or organizations in each country, province, state, or territory as to what their appropriate address standards are for efficient mailing.

Address Change Reason

An Address Change Reason is the reason a customer, member, individual, or organization gives for changing an address e.g. the individual or organization is moving or the original address may be incorrect.

To Set Up an Address Change Reason:

  1. Go to the Address Setup page.
  2. Click the Address tab, if it is not already selected.
  3. On the address change reason child form, click the Add button.
  4. Enter an address change log reason and click Save.
  5. The reason is added to the address change log reason drop-down lists in the application.

Where is the Change Reason drop-down list in netFORUM?

  1. On an Individual or Organization profile page, click the edit name and address button in the Additional Information panel.
  2. The Name and Address Information page will display.
  3. The change reason drop-down list is located on the bottom panel.
  4. Select a reason from the change reason drop-down list.
  5. Click Save.

Address Hold Type

Address Hold
A signal/warning that correspondence or products should not be delivered to a particular address for whatever reason e.g. a customer may not want mail delivered to their home address while they are out of the country.

Example: Address Hold Types include: on vacation, in the process of moving, mail returned as "undeliverable," bad address

To Set Up an Address Hold Type:

  1. Go to the Address Setup page.
  2. Click the Address tab, if it is not already selected.
  3. On the address hold type child form, click the Add button.
  4. Enter an address hold type and click Save.

The Hold Type drop-down list is located where in netFORUM?

  1. On an Individual or Organization profile page, click the edit name and address button in the Additional Information panel.
  2. The Name and Address Information page will display.
  3. Select the on hold? check box on the bottom panel.
  4. The hold from field and the hold type drop-down list will display.
  5. Enter a start date in the hold from text box.
  6. Enter an end date in the on hold until text box.
  7. Select a reason from the hold type drop-down list.
  8. Click Save.