Creating and maintaining address types
Menu path
System ➔ General ➔ CRM ➔ Address types
Introduction
When you are maintaining the records of your debtors and
creditors, you can fill in various types of addresses to facilitate the correspondence.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create address types?
- In the main screen, click New. The Address types screen will be displayed.
- Define the relevant fields.
- Click Save.
- Click Close.
Keep in mind: All fields with the “!” icon are mandatory.
How do I edit existing address types?
- In the main screen, select the required address type.
- Click Open. The Address types screen will be displayed.
- Make the required changes at the Description field.
- Click Save.
Keep in mind: All fields with the “!” icon are
mandatory. The data can only be edited by the user who created the address
type.
How do I delete address types?
- In the main screen, select the
required address type.
- Click Delete.
- The message “Depending on the
size of your company, this function may take a long time because all files
will be checked. Delete?” will be displayed.
- Click Yes to continue or No to cancel deletion.
How do I generate a report?
- In the main screen, click Report. The Report page will be displayed
together with the details of the address types.
- Click Printer settings to set up the page, click Export to change the
format and the destination of the file, or click Print the print out the
report.
- Click Close to exit.
Fields
Search
Click this to search for address types based on the defined
criteria.
Clear
Click this to clear the defined criteria.
Rows
Type the number of rows to be displayed for each screen. If
you have set the default number of rows to “2”, then two rows will displayed.
Therefore, if you have more than two rows listed, you will see the Previous and Next buttons.
Previous
Click this to return to the previous list of the address types.
Next
Click this to go to the next list of the address types.
Filter
Select starts with or contains to search for the address types that start with or contain a certain letter or
word.
Type
Type a full or partial address type code to search for the
address type.
Description
Type a full or partial description to search for an
address type that matches the description.
User
Select All to search for address types
which are predefined by Exact Globe Next as well as address types that are
created by users. Alternatively, select Yes to search only for
address types created by users, or No to search only for
address types that are predefined by Exact Globe Next.
Columns
Type
This column displays the type of the addresses.
Description
This column displays the description of the addresses types.
User
This column displays the terms that have been created.
Buttons
Report
Click this to generate a preview of an address type report
which can be printed.
Delete
Click this to delete the selected address type. You cannot
delete the address types which are predefined by the Exact Globe Next and the
address types that are in use.
Open
Click this to open the selected address type to edit the
description of the address type. Only user-created address types can be edited.
New
Click this to create an address type.
Close
Click this to exit.
Related documents
- Creating and maintaining accounts payable (available soon)
- Creating and maintaining accounts receivable (available soon)
- Exact video library
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.347.125 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |