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Claris Engage 2025 - March 25-26 Austin Texas ×

Values,Radio dials, Choosing an Address


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Posted

I want to be able to choose one of four possible addresses per contact to create mailing labels. I figured out how to add the radio dials and entered custom values (business, home, home2 and other/foreign). In an ideal world, I want to click on "home" and the data stored in the home street, home street, home street2, home city, home state, and home zip should be placed in to a "Mailto" field (or a Mailto home street, mailto home street2, etc). I have not yet set up these Mailto fields because I'm not sure if the information can be dumped from several fields to one larger field.

I believe that I need to set up the "mailto" as a calculation field and using a case calc something along the lines of Mail address = case(Mailto=Home;Home street, home street1, homecity, homest, homezip; Mailto = Business, etc), but I think I've got not only the calculation wrong, (not sure of the separators), and possibly the set up for the fields wrong (they are all text at the moment).

Would appreciate any help :confused:

Posted

Each of the addresses should be its own record in a related address table. You can display all 4 in a portal if you wish. Then you can make it so that you choose a "main" address. You do this by storing the ID of the related record you choose into a field in the customer table; lets call this field fkMainAddressID. To display it on the customer layout, you create a table occurrence from this field to the address table. Now when you put onto your layout the fields from the new related table occurrence, it will display the info that you want for the main address.

This topic is 5710 days old. Please don't post here. Open a new topic instead.

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