Address: Difference between revisions

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ContactsLaw captures the '''addresses''' of your contacts for the purpose of sending written correspondence, location-based profiling and managing business registration details. To that end, addresses can be marked as '''physical''', '''mailing''' or '''registered office'''. You can also store other addresses (such as property locations) and assign your own labels to addresses.
[[ContactsLaw]] captures the '''addresses''' of your [[Contact|contacts]] for the purpose of sending written correspondence, location-based profiling and managing business registration details.  


== Purposes ==
Addresses can be used for the following purposes:


ContactsLaw comes pre-loaded with comprehensive data from Australia Post to assist in entering addresses. You can perform a forward or reverse lookup for postcodes and suburbs, or choose from a list of countries and states.
* '''Physical''' - The actual location of a business or individual.
* '''Mailing''' - Used specifically for sending correspondence.
* '''Registered Office''' - Official address for business registration purposes.
An address can be used for more than one purpose.


== Auto-Completion ==
ContactsLaw comes pre-loaded with data from Australia Post to streamline the process of entering addresses. This feature includes:


By storing addresses in component form, ContactsLaw is able to offer maximum flexibility; local addresses can be simplified, domestic or international addresses can be expanded, and addresses can be formatted to span over either multiple lines or a single row.
* '''Forward Lookup''' - Enter a suburb name to retrieve the corresponding postcode.
{| class="wikitable"
* '''Reverse Lookup''' - Enter a postcode to retrieve the corresponding suburb names.
| colspan="1" rowspan="1" |Note: For local and domestic addresses, ContactsLaw will omit the name of the country. For local addresses, ContactsLaw will omit the name of the state. This behaviour can be configured in the System settings section of the Management tab on The Practice.
* '''Country and State Lists''' - Choose from a list of predefined countries and states to ensure accuracy and consistency.
|}
You can also inherit addresses from any related contact. If an inherited address is changed on the owning contact, those changes will be reflected on the inheriting contact.


= Document production =
== Formatting ==
When creating document templates, you can include fields for a specific address type (physical, mailing, etc) or take the first available address on the contact (by mapping to the non-specific 'Address' fields).
ContactsLaw uses structured addresses where the individual components of the address are stored separately. This allows, for example:


By default, ContactsLaw uses fallback rules to select alternative addresses when the requested address type is not present on the contact:
* '''Domestic Addresses''' - Can be simplified by omitting the name of the state or country.
{| class="wikitable"
* '''International Addresses''' - Adjusted for clarity and layout preferences.
! colspan="1" rowspan="1" |Type requested
== Management ==
! colspan="1" rowspan="1" |Fallback order
Multiple addresses can be added to a [[contact]] with custom descriptions for each.
|-
 
| colspan="1" rowspan="1" |'''Mailing'''
Addresses can be marked as being ''effective'' during a certain period only. Addresses that are no longer effective will be retained (and can be searched) but will not display on the [[Contact Summary|contact summary]]. Addresses can be future dated - helpful for example, if the contact is known to be changing address.
| colspan="1" rowspan="1" |Mailing (no fallback)
 
|-
[[File:Addresses (Add New Address).png|none|thumb|500x500px]]
| colspan="1" rowspan="1" |'''Physical'''
== Inheritance ==
| colspan="1" rowspan="1" |Physical, Mailing
 
|-
A [[contact]] can inherit an address from a related contact. Any updates made to the entity's address automatically update contact's inherited address. [[File:Addresses (Enherit).png|none|thumb|500x500px]]
| colspan="1" rowspan="1" |​'''Registered office'''
[[Category:Contacts]]
| colspan="1" rowspan="1" |Registered office, Mailing, Physical
|-
| colspan="1" rowspan="1" |'''(any)'''
| colspan="1" rowspan="1" |Mailing, Registered office, Physical, Other
|}
This behaviour can be switched off for individual fields by using the 'Change fallback behaviour' formatting rule.

Latest revision as of 15:11, 3 December 2024

ContactsLaw captures the addresses of your contacts for the purpose of sending written correspondence, location-based profiling and managing business registration details.

Purposes

Addresses can be used for the following purposes:

  • Physical - The actual location of a business or individual.
  • Mailing - Used specifically for sending correspondence.
  • Registered Office - Official address for business registration purposes.

An address can be used for more than one purpose.

Auto-Completion

ContactsLaw comes pre-loaded with data from Australia Post to streamline the process of entering addresses. This feature includes:

  • Forward Lookup - Enter a suburb name to retrieve the corresponding postcode.
  • Reverse Lookup - Enter a postcode to retrieve the corresponding suburb names.
  • Country and State Lists - Choose from a list of predefined countries and states to ensure accuracy and consistency.

Formatting

ContactsLaw uses structured addresses where the individual components of the address are stored separately. This allows, for example:

  • Domestic Addresses - Can be simplified by omitting the name of the state or country.
  • International Addresses - Adjusted for clarity and layout preferences.

Management

Multiple addresses can be added to a contact with custom descriptions for each.

Addresses can be marked as being effective during a certain period only. Addresses that are no longer effective will be retained (and can be searched) but will not display on the contact summary. Addresses can be future dated - helpful for example, if the contact is known to be changing address.

Addresses (Add New Address).png

Inheritance

A contact can inherit an address from a related contact. Any updates made to the entity's address automatically update contact's inherited address.

Addresses (Enherit).png
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