Which fields and tabs are displayed?Company addresses contain all the data that you have for that company. Additionally, you can add one or more contact persons for this company.
The behavior of fields and the way they are displayed depends very much on the edition you are using, and your administrator's settings.
Which fields and tabs are displayed?
Special characteristics of mandatory fields
Using the Address Wizard you can record a lot of data for addresses almost automatically.
The input window consists of two panes: you use the upper fields to enter company data. The company contact persons are displayed in the Contact person area of the lower pane.
Display corresponding company in the Tools menu displays the companies of one or several marked contact persons in a list view.
When you enter an address, some specific fields are completed automatically by the automatic address check or the program checks whether, for example, postal code or city/town match. If you save or open an address, the automatic address check is automatically run and you receive suggestions for improvement.
You can embed a picture in every address, for example, the photo of a contact or a company logo.
You will find many of the address functions in the toolbar.
In a data record with multiple fields in a currency, only one currency can be valid - you can change this currency.
On the General tab, you can record the address, phone number and other important additional contact information.
You will find more functions on the other tabs.
In company addresses, you also manage the contact persons who are linked to the address. You can call different contact person functions from the toolbar in the contact person area.
If multiple addresses for different functions are available for one person, then you can categorize these addresses as identities and display them in each of the addresses. This feature is available for contact persons and individual contacts.
From time-to-time you will have to deactivate some addresses, as you do not require them anymore, for example, because you have cancelled a contract with a customer. Instead of deleting these addresses, you can deactivate them.
Addresses can be marked as private addresses. Such addresses will only be visible to you in CAS genesisWorld.
When was the last time your customer was contacted? Depending on the settings and edition you are using, this field might be completed automatically.
Virtual cards (vCards) are a standardized form of electronic business card.
If you have been granted the respective permissions from your administrator, then the social network and search engine buttons will all be displayed.
International addresses can be entered with special characters, especially when you deploy Unicode.