Address settings

Settings for addresses apply to the automatic address check, the Area map in the address' data record and the country format of the address.

On Tools menu, click Settings.

• Open the Addresses tab.

Automatic address check

The administrator defines the defaults for the automatic address check in the Management Console.

As a user you can change these settings for yourself in the Desktop Client if your administrator has allowed this. You can view these defaults in the Desktop Client.

• Automatic address check

The automatic check or completion is only possible if respective data is available.

Important to know

• The Default setting for international area code: drop-down list includes the area code which is to be checked or automatically completed for phone numbers during user input.

The international area code can still be entered separately for each phone number in the data record window.

• If the Gender or Country fields are not completed, then a form of address will be suggested that is deemed most fitting to the Country (default) field.

Departure address for route planning

On the Area map tab, you can calculate the route. If you enter a departure address, this address is already entered in the respective fields. The departure address can be changed on the Area map tab.

• Editing addresses/Area map tab

Country (Default)

This setting is the default value used in the Country field when you create an address. From the drop-down list select the country the use the most. If you create an address for another country, then you will have to change this default value in the data record window.

Address fields: Country and postal address

The Country field of an address determines how the fields and field values of a postal address are ordered.

Due to differences in the country formats, some address information is saved to different fields. Thus, differences in list views of addresses for the filled in fields can occur.

Social networks

You will see buttons for social networks and search engines like Google displayed with addresses, phone calls and e-mails in CAS genesisWorld.

You will only be able to use these buttons if your administrator has given you sufficient rights to do so.

You will have to logon if you want to display information on contacts which is stored on social networks.

• Social networks

You can either enter your username and password everytime you go to a social network page, or you can save them in CAS genesisWorld. If you save your logon data on the Addresses tab, the respective social network page will open directly.

• The Edit logon data button, opens a window of the same name, in which you can manage the respective logon data.

You can only display information from these networks if you are logged on to the respective network yourself,