Address Book

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