Addresses Child Form

Modules > CRM > Individuals > Find, List, Add or Query Individuals > Individual Profile > Contact Info Tab > Addresses child form

Addresses Child Form Information

You see the following columns on the Addresses child form:

Column Description
Type Displays the Address Type, such as Shipping, Billing, or Home.
Line 1 Displays the first line of Address information.
Line 2 Displays the second line of Address information.
City-State-Zip Displays the City, State and Zip.
Primary Displays a check mark if this address is marked as the primary address.
Billing Displays a check mark if this address is marked as the billing address.
Region Displays the abbreviation on the region.
Hold Displays a check mark if this address has been placed on hold.
Linked

Displays the relationship of the entity in the profile to this linked address. Displays one of the following three options:

  • owner: if the organization is the original owner of this address
  • yes: if the address is linked from another organization or individual
  • no: if the address is not linked

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed. The icons are also different if the form uses the updated user interface available with version 2017.

Note: When you use the edit icon to open the Address Information page so you can edit an address and the change reason, then the change reason does not stay in the in the drop-down box. The change reason you choose does, however, get recorded in the change log when you click the Save button. To see the change reason in the change log, go to the Individuals Profile Log tab > Address Change Log.

 

Icons Actions
Classic UI Current UI  
expand/close icon to expand or close a child form.
goto record icon to view that record's profile page.
add icon to add a new record to the child form.
edit icon to edit a record on the child form.
delete icon to delete a record on the child form.
grandchild form icon to expand or close a grandchild form.
  new window icon to open a child form in a new window.
  more info icon to see more information about the a record on the child form.
  linked headings to sort the records.
  refresh the data in the form.
  export the data to a quick report for download.