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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:

  1. Open the Modules Menu and select CRM.
  2. 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:

  1. 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.
  2. 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:

  1. 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.
  2. 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.