Revision as of 10:51, 1 July 2024

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

Types of Addresses

ContactsLaw supports multiple types of addresses, each serving a specific purpose:

Physical Address: The actual location of a business or individual.
Mailing Address: Used specifically for sending correspondence.
Registered Office Address: The official address for business registration purposes.
Custom Addresses: Addresses with custom labels for specific needs, such as property locations.

Address Data Integration

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.

Flexible Address Formatting

By storing addresses in component form, ContactsLaw offers maximum flexibility:

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

Address Inheritance in ContactsLaw facilitates efficient management by allowing addresses to be inherited from related contacts. For example, adding a mailing address through ContactsLaw’s correspondence editor ensures its direct use for sending correspondence.

For personal addresses, such as contact's home at "123 Virtual Ave, Subiaco," ContactsLaw accurately records residential details. When a contact inherits an address from the entity, any updates made to the entity's address automatically update contact's inherited address, maintaining consistency across all relevant records.

Managing contact details extends beyond addresses within ContactsLaw. It encompasses phone numbers and email addresses, ensuring seamless integration across communication channels. Updates made to contact information propagate uniformly throughout associated records, enhancing overall operational efficiency and data consistency.

@@ Line 1: / Line 1: @@
-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 contacts for the purpose of sending written correspondence, location-based profiling and managing business registration details.
+== Types of Addresses ==
+ContactsLaw supports multiple types of addresses, each serving a specific purpose:
+* '''Physical Address''': The actual location of a business or individual.
+* '''Mailing Address''': Used specifically for sending correspondence.
+* '''Registered Office Address''': The official address for business registration purposes.
+* '''Custom Addresses''': Addresses with custom labels for specific needs, such as property locations.
-ContactsLaw comes pre-loaded with 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.
+= Address Data Integration =
+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.
-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.
+== Flexible Address Formatting ==
-{| class="wikitable"
+By storing addresses in component form, ContactsLaw offers maximum flexibility:
-| 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.
-|}
-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 =
+* '''Local and Domestic Addresses''': Can be simplified by omitting the name of the state or country.
-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).
+* '''International Addresses''': Adjusted for clarity and layout preferences.
-By default, ContactsLaw uses fallback rules to select alternative addresses when the requested address type is not present on the contact:
-{| class="wikitable"
+Address Inheritance in ContactsLaw facilitates efficient management by allowing addresses to be inherited from related contacts. For example, adding a mailing address through ContactsLaw’s correspondence editor ensures its direct use for sending correspondence.
-! colspan="1" rowspan="1" |Type requested
-! colspan="1" rowspan="1" |Fallback order
+For personal addresses, such as contact's home at "123 Virtual Ave, Subiaco," ContactsLaw accurately records residential details. When a contact inherits an address from the entity, any updates made to the entity's address automatically update contact's inherited address, maintaining consistency across all relevant records.
-|-
-| colspan="1" rowspan="1" |'''Mailing'''
+Managing contact details extends beyond addresses within ContactsLaw. It encompasses phone numbers and email addresses, ensuring seamless integration across communication channels. Updates made to contact information propagate uniformly throughout associated records, enhancing overall operational efficiency and data consistency.
-| colspan="1" rowspan="1" |Mailing (no fallback)
-|-
-| colspan="1" rowspan="1" |'''Physical'''
-| colspan="1" rowspan="1" |Physical, Mailing
-|-
-| colspan="1" rowspan="1" |'''Registered office'''
-| 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.