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General Questions about Mailing/Address Fields

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Skilled Commentator
Posts: 70
Country: USA
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General Questions about Mailing/Address Fields

Sage ACT! Community,

 

2 Questions:

 

#1: Updating Address Fields on Contacts

 

Here's the process:

 

Create a Contact > Add name > Add Preferred Mail Address > Click Preferred: Home or Work. *Nothing happens*.

 

When I click a preferred, shouldn't the respective field update on the other tabs? For example, if I clicked "Work" as prefered, shouldn't the address appear in the "work" tab? 

 

screenshot.png

 

#2: Obtaining Work Address from a Company

 

On any particular Contact, is there a way to retrieve a linked Company's Address fields to the "Work" Address fields?

 

Thanks in advance,

 

David


 David Kimball
 davidvkimball.com
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Solution
Accepted by topic author davidvkimball
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: General Questions about Mailing/Address Fields

David, I believe you have it backwards.  You fill in other Tabs with appropriate addresses, leaving 'Preferred' Mail' blank.  Then to swap in the Work address as the Preferred Mail, you click the Work button and ACT4Advisors fills in the Preferred Mail fields with the Work Address.

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Platinum Super Contributor
Posts: 5,275
Country: USA

Re: General Questions about Mailing/Address Fields

What version of ACT! are you running (Help > About ACT!)?

These don't look like standard tabs, do you have an add-on installed?
Greg Martin
Sage
Copper Super Contributor
Posts: 478
Country: Australia

Re: General Questions about Mailing/Address Fields

Yes an interesting one as well


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
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Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: General Questions about Mailing/Address Fields

I've used Auto Field Calc to do this sort of thing before.

http://exponenciel.com/actaddons/actaddon.aspx?ID=111

Ben.

Bronze Contributor
Posts: 930
Country: USA

Re: General Questions about Mailing/Address Fields

I believe those Screen Shots are from Scott Abboud's ACT4Advisors.  He has a function in there that let's you select which Address is the Primary Address for labels, merges, envelopes, etc.

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Solution
Accepted by topic author davidvkimball
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: General Questions about Mailing/Address Fields

David, I believe you have it backwards.  You fill in other Tabs with appropriate addresses, leaving 'Preferred' Mail' blank.  Then to swap in the Work address as the Preferred Mail, you click the Work button and ACT4Advisors fills in the Preferred Mail fields with the Work Address.

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Skilled Commentator
Posts: 70
Country: USA

Re: General Questions about Mailing/Address Fields

That is correct. The add-on is Act4Advisors, and yes. I did have it backwards. Thanks! 

 

And great, I will look into the automatic field calcuator. 


 David Kimball
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Skilled Commentator
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Country: USA

Re: General Questions about Mailing/Address Fields

Can anyone answer my second question? 

 

If I have mutlipe contacts from on company that all share a work address (obviously) , is there an easy to way to set a rule for a contact's "work address" field to update with its company's address? 


 David Kimball
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Bronze Contributor
Posts: 930
Country: USA

Re: General Questions about Mailing/Address Fields

David, if you're using Company Records, and you're linking the Contacts to the corresponding Company Records, changes to some Company fields, including the Address and Website fields, among others, will propagate down to the linked Contacts automatically.  Be careful, because that can have some unintended consequences, say in the case where the contact's address is different from the Company Address, like their home office address.  Changes to the Company Address will overwrite that home office address.

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Skilled Commentator
Posts: 70
Country: USA

Re: General Questions about Mailing/Address Fields

OK, so in other words, I click Companies > Update Linked Fields and when the dialogue box comes up, I click Yes

 

Since I have the Act4Advisors add-on, I think I need to specify the transference to a different field (I think it's Mailing Address 1 or something).

 

Thank you, I was able to allow Shipping Address 1 for Companies to be linked to Mailing Address 1 for Contacts, inculding City, State, Zip, etc. 


 David Kimball
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