Address Information

Description

Addresses are central to many modules in the system and all share the same overall features.

Key Features

• Stores all key information related to module (e.g., Accounts, News & Events, Job Postings, Users, etc.).
• All address fields can be turned on/off by clicking a single checkbox in App Settings.
• Addresses can perform a lookup of city, state, county, latitude, and longitude based on the country and postal (zip) code provided.
• All dropdown menus are fully customized and controlled by your buisness.
• All sensitive information is encrypted.

Requirements

You will need to have a valid system login that has been granted access to the Downloads module.

Address Tab Information

Below you will find information for every address tab. The screens you will see will vary as every field can be turned on/off. It is recommended to only show the fields your business needs as the problem with a lot of fields is it can become overwhelming and confusing.

General Address Information

• Name Information
  • Address Type:
  • Accounting Number:
  • Routing Number:
  • Salutation: This is how you would like the person to be addressed. By default, the system comes with the following salutations and you can add/remove based on your organizations needs:
    • Dear
    • Dr
    • Good afternoon
    • Good evening
    • Good morning
    • Hello
    • Miss
    • Mr
    • Mrs
    • Ms
    • Prof
    • Professor
    • Sir
    • To
    • To Whom It May Concern
  • First Name: The first name of the person.
  • Middle Name: The persons middle name.
  • Last Name: The persons last name.
  • Last Name (Maiden): The persons maiden name.
  • Suffix: The persons name suffix. Items that are routinely used as suffixes are I, II, III, First, Second, etc.
  • Display Name: This is how the person would like their name displayed when written out completely.
  • Email Address: The primary email address associated with the person.
• Address Information
  • Company Name: The company name as it should be addressed when talking with your customer.
  • Title: The persons job title.
  • Address Line 1: The primary street address.
  • Address Line 2: The second line address.
  • Address Line 3: The third line address.
  • Country: The country associated with the address. The reason this is before the rest is that by choosing the country when you enter the postal code the system can then properly query the Internet for the proper city, state, county, latitude, and longitude of the address. If the information isn't found it will be left blank.
    • Note: You can turn off the auto-fill and query for the city, state, county, latitude, and longitude of the address in settings.
  • Postal Code: The postal (zip) code location of the address.
    • Note: The postal code is asked first as the system will automatically fill out the city, state, county, latitude, and longitude for you if it was able to be found through Google maps.
  • City: The city of the address.
  • State: The state (province) the address is in.
  • County: The county (parish) the address is in.
  • Latitude: The latitude location for pinpoint accuracy on any maps.
  • Longitude: The longitude location for pinpoint accuracy on any maps.

Phone Information

Phone Information Grid

You can add as many phone numbers as needed for the client. The Grid Information will show all the phone numbers (active and inactive).

• Category
• Phone Number
• Description (Short)
• Display Order
• SMS
• MMS
• Fax
• Public
• Active
• Modified

Phone Information Add/Edit Detail

• Category:
• Description (Short):
• Phone Number: The phone number.
  • Note: Within grids the number has all formatting removed for increased and more efficient searching.
• Display Order: If this number is publically displaye on the website.
• Icon Name: Any system defined icon name for this number if publically displayed.
• Icon URL: If this information is displayed publically on the website any icons that are associated.
• Notes: Any specific notes for reference related to this number.
• Active: Is this an active phone number.
• Display Publically: Is this number allowed to be displayed publically.
  • Note: If this is selected the information will show in the grid if the email address is still marked as active.
• Display On Grid: Displays the information on the main grid of the module.
• Allow SMS: Is sending a text allowed.
• Allow MMS: Is sending a text that contains pictures or videos allowed.
• Allow Fax: Is sending a fax allowed to this number.

Email Information

There is one primary email address on the first tab (Address Information). You can add as many additional email addreses as needed for the client.

Email Address Grid

The Grid Information display all of the email addreses (active and inactive).

• Category
• Email Address
• Description (Short)
• Display Order
• Newsletter
• Public
• Active
• Modified

Email Address Add/Edit Detail

• Category:
• Description (Short):
• Email Address: The email address.
• Display Order: If this number is publically displaye on the website.
• Icon Name: Any system defined icon name for this number if publically displayed.
• Icon URL: If this information is displayed publically on the website any icons that are associated.
• Notes: Any specific notes for reference related to this number.
• Active: Is this an active phone number.
• Display Publically: Is this number allowed to be displayed publically.
  • Note: If this is selected the information will show in the grid if the email address is still marked as active.
• Display On Grid: Displays the information on the main grid of the module.
• Newsletter: If this email address should be used as part of newsletters.

Member Information

Member Information Grid

• Category
• First Name
• Last Name
• Date
• Icon Name
• Icon URL
• Remind Before Days
• Start Date
• End Date
• Display Order
• Active
• Remind Annually

Member Information Add/Edit Detail

• Category
• Email Address
• First Name
• Last Name
• Date
• Age
• Remind
• Remind Days
• Active
• Modified

Date Information

Date Information Grid

• Category
• Date
• Description
• Remind
• Remind Days
• Display Order
• Is Holiday
• Active
• Remind Annually

Date Information Add/Edit Detail

• Category
• Description
• Address Date
• Icon Name
• Icon URL
• Display Order
• Remind Before Days
• Start Date
• End Date
• Notes
• Active
• Is Holiday
• Remind Annually

Link Information

Link Information Grid

Grid of all your website and social media URLs (active and inactive)

• Category
• URL
• Description (Short)
• Start Date
• End Date
• Display Order
• Grid
• Public
• Active
• Modified

Link Information Add/Edit Detail

• Category
• Description
• URL
• Icon Name
• Icon URL
• Start Date
• End Date
• Display Order
• Notes
• Active
• Display Publically
• Display On Grid

Card Information

Card Information Grid

• Category
• Card Number
• Description
• Display Order
• Protected
• Active
• Modified

Card Information Add/Edit Detail

• Regarding Name
• Category
• Description
• Card Number
• Other Number
• Company Name
• Address 1
• Address 2
• Country
• Postal Code
• City
• State
• Expiration Date
• CVV Code
• Classification
• Restrictions
• Height
• Weight
• Birthday
• Start Date
• End Date
• Display Order
• Notes
• Active
• Is Protected
• Is Donor

Demographic Information

Demographic Information Grid

• Gender
• Marital Status
• Language
• Time Zone
• Ethnicity

Additional Information

• Additional Information
• Marketing
  • Do Not Send Emails
  • Do Not Send Mail
  • Do Not Call

Additional Information Grid

Additional Information Add/Edit Detail

• Category
• Description
• Start Date
• End Date
• Order
• Grid
• Public
• Active
• Modified

Custom Information

The labels for custom information can all be changed to meet your needs.

• Regarding Name
• Category
• Description
• Icon Name
• Icon URL
• Start Date
• End Date
• Display Order
• Notes
• Active
• Display Publically
• Display On Grid
• Is Private