New separate Address and Contact records where created from the existing data in the  Addresses area in Company module. This will allow better management  and flexibility of the addresses and contacts going forward, by allowing each company to have multiple address and contact records where needed.

The new tab in the Companies module, Sites, Addresses, Contacts will be the area to manage all the contact and address info about a company.

What is a Site?

A company site record is a 'Sold to" location for a company. A Company will have at least one site record but may have many. This new approach to handling companies/sites will allow us to group sales and reporting data under these "sites".

Each Site may have multiple addresses associated with it. Typically a site will only have one billing address, but could, for example have multiple shipping or courses addresses.

Each Address may have multiple contacts associated with it. ( a contact can only belong to one address though)

You may however assign or reassign a contact to a particular address.

1. Add Site: Add a new site, this prompt the adding of an associated (sold to) Address  for the site.
2. View All Addresses:  If you have multiple sites, this will show you all the addresses associated with all the sites.
3. View Site Addresses: Filters the address list to only addresses associated with the selected site.
4. Add Address: Add an additional address to the site (eg new Shipping address)
5. Edit Site: Click anywhere  on the record to edit the site.
6. Delete Site: Removes/deletes the site record (if there are more than one) You may not remove a site if there are address associated with it. You may or many not see this button/function based on your permissions.

1. Address Verified: Shows Green if address has been verified, yellow if not verified
2. View All Contacts: If you have multiple addresses, this will show you all the contacts associated with all the addresses.
3. View Address Contacts: Filters the contact list to only contacts associated with the selected address.
4. Add Contact: Filters the address list to only addresses associated with the selected site.
5. Delete Address: Removes/deletes the address record (if there are more than one) You may not remove a address if there are contacts associated with it. You may or many not see this button/function based on your permissions.

1. Contact Type: You may designate a contact with one ore more types
2. Contact Category: A contact may be a general company contact or a trainer
3. Assign Address: Allows you to assign/reassign the contact to any of the existing addresses
4. Assigned Address: Shows the currently assigned address
5. Delete Contact: Removes/deletes the contact record. You may or many not see this button/function based on your permissions.

Clicking the Add Site Button creates a new blank site record

You then need to use the Add Address button to add an address to the site

Clicking anywhere on the site record will pop-up a window and allow you to add/edit the data associated with the site.

Click anywhere outside the pop-up window to save changes and close the window

Click the Add Address button

A blank address record will be created

Click the Address Search Button in the new blank record

This will pop up the Address Search entry

Start Typing in your address

Keeping typing i the address until you see the correct address listed, then click on that address

NOTE: Do not use  or type in SUITE or APT Numbers, the google search does not undertand those.

You will need to manually add that after

Select a minium of one Address Type, if this the only address for the site, it MUST have Sold To selected.

If needed, add the Suite, Apt Building number

Click the Continue Button

The new address now shows, and the site shows the associated SOLD To Address

Update/add Site name (optional)

If you wish to add a Name/descriptor to the site click the site edit ( see Edit Site above) and add the name

There are two ways to "Verify an address"

1. Use the Address Search, enter the address and have google return the verified address.
2. Add a Date to the Address Confirmation Date

To add a contact, click the Add Contact Button on the Address you wish associated to the contact.

• This will create a blank contact Record, simply set the contact type(s) - you must select at least one,  and all the relevant details you have.

To assign or re-assign a contact to an address, simply click the Assign Address button.

You will be presented with a list of addresses, click on the desired address.

Done

Yo will see the address in the Assigned address area