An entity can have several types of addresses. For example, business address and invoice address. For each entity, you can set up the required address types.


Standard procedure

1. Click Action and document management design.
2. Click Addressee entities.
3. Click the Address types per entity tab.
4. Click New.
5. Enter the name of the address type.
Consider to include the characteristics in the name for ease of use. For example, for the entity 'Customer', address type 'Email' and goal 'Invoice', enter as name 'Customer-Email-Invoice'.
  In the Type field, type a value.
6. In the Address type field, select an option.
7. Define the entity to which the address type applies.
  In the Entity field, select an option.
8. In the Description field, type a value.
9. Define the purpose of the address type.
  In the Type field, select an option.
10. If you have several address types with the same type, entity, and goal, indicate which one is the primary address type.
  Select the Must be primary check box.
11. You can mark the address type as private.
  Select the Must be private check box.
12. You can mark the address type a postal.
  Select the Must be postal address check box.
13. Close the page.
Related to Notes

Set up addressee scenarios

 

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