The Address Book keeps all of the addresses used in the system.
|
Label
|
Type
|
Meaning
|
|
Name:
|
Name
|
The name of the person or company. Check the CO? checkbox if it is a company. For more
information how person's names are handles click here.
|
|
.
|
Text
|
Title or Name overflow
|
|
Address:
|
Text
|
The address of the entry
|
|
Apt/Suite:
|
Text
|
The second line of the address, normally the apartment or suite number
|
|
City:
|
Text
|
The city of the entry, automatically filled in if the ZIP is entered
|
|
County:
|
Text
|
The county of the entry, automatically filled in if the ZIP is entered
|
|
State:
|
Text
|
The state of the entry, automatically filled in if the ZIP is entered
|
|
ZIP:
|
ZIP Code
|
The zip code of the entry. If this is entered while any of the city, county and state fields
are empty, the system will automatically fill in those entries
|
|
Country:
|
Text
|
The country of the entry
|
|
Verify
|
Button
|
Verifies the address and fills in the ZIP+4 if it is a valid address
|
|
Phones
|
Phones
|
The list of phone numbers. Each phone can have an extension and/or text description
|
|
Label
|
Type
|
Meaning
|
|
Language:
|
Combo Box
|
The language spoken by the person
|
|
Gender:
|
Combo Box
|
The gender of the person
|
|
Salutation
|
Combo Box
|
The salutation. Computed automatically from Gender
|
|
SS#
|
Social Security
|
The social security number of the person
|
|
DL#
|
Text
|
The driver's license number of the person
|
|
Birthdate:
|
Date
|
The date of birth of the person
|
|
Age:
|
Text (Read Only)
|
The current age of the person
|
|
BirthCity:
|
Text
|
The city of birth for the person
|
|
BirthState:
|
Text
|
The state where the person was born
|
|
BirthCountry:
|
Text
|
The country of birth for the person
|
|
Marital Status:
|
Combo Box
|
The marital status of the person
|
|
Spouse
|
Address
|
The name of the spouse
|
|
Contact
|
Address
|
The name of a person to contact
|
|
Works At
|
Address
|
The name of the company where the person works
|
|
Hired
|
Date
|
The date hired
|
|
Last Day
|
Date
|
The last day of employment
|
|
Position
|
Text
|
The person's position at the place of employment
|
|
Specialty
|
Text
|
The specialty of the person or company. This can be generated automatically with the Classify
Specialty tool, and is used in the Pick Closest tool (see below)
|
|
Allow in Closest
|
Yes/No
|
if Yes, the entry will be shown in the Pick Closest tool
|
|
EMail:
|
Text
|
The e-mail address of the person, used in the Office Memos, or when sending documents and forms
|
|
Reportable
|
Link/Address
|
The address to be used in special circumstances
|
|
Type
|
Combo Box
|
The type of address that reportable represents.
|
|
Label
|
Type
|
Meaning
|
|
Comment
|
Text Block
|
Comment about the entry
|
|
Label
|
Type
|
Meaning
|
|
|
Day/Time Grid
|
Days and times that the entry is available.
|
|
Contact Method
|
Combo Box
|
The preferred way to contact the entry.
|
|
Verified On
|
Date
|
The date that the entry was verified.
|
|
Label
|
Type
|
Meaning
|
|
User Name
|
Text
|
The name that the entity can login as.
|
|
Password
|
Text
|
The password
|
|
Show WP
|
Check Box
|
If checked the History entries for work product (cases, properties, etc) related to the entity will
be accessible
|
|
History Category
|
Text
|
The category that is to be made accessible, blank for all
|
|
Subscriptions
|
Link/Subscriptions
|
The subscriptions that are accessible to the entity
|
|
Label
|
Type
|
Meaning
|
|
Billable Account
|
|
|
|
|
Combo Box
|
Yes if the entry is to serve as a billing account.
|
|
Category
|
Text
|
Cross-Tab category
|
|
Third Party
|
|
|
|
ID:
|
Text (Read Only)
|
The id number assigned by the accounting system
|
|
Balance:
|
Text (Read Only)
|
The balance of the account in the accounting system
|
|
Name:
|
Text
|
The name to be used in the accounting system
|
|
Reseller Information
|
|
|
|
ID:
|
Text
|
Reseller Number.
|
|
State
|
Text
|
The state that the license was issued from.
|
|
Label
|
Type
|
Meaning
|
|
Map
|
Button
|
Sends the entry to MapQuest for a map.
|
|
Come Here
|
Button
|
Sends the address and the office address to MapQuest and requests driving instructions from the
address to the office
|
|
Go There
|
Button
|
Sends the address and the office address to MapQuest and requests driving instructions from the
office to the address
|
|
Travel To:
|
Address
|
An address to travel to
|
|
Get Directions
|
Button
|
Sends the address and the Travel To address to MapQuest and requests driving instructions from the
address to the Travel To address
|
|
eCandidus Group
