How to Add an Address Template

How to manage an Address Template

You can create an address templates in Adminstration /Address menu.

When you open the Administration/Address Template menu, you can select the “add” button to add a new address template.

This button opens the Address template screen.

Please enter the “Address Code” in an agreed format for your company.
Enter the Name of the Company in the Name Field. *
Enter the Street Address in the Address Field. *
Enter the city in City Field. County in the County field. *
Post Code in the Post Code Field. (if you have the Eircode, please enter it)
Enter the country in the Country Field. *
Enter the area into the Area Field. *
Add any specific site information, such as contacts, emails, phones etc.
Add key codes and other special instructions into the notes fields.

These addresses can then be used for creating templates and jobs.

The key points to note are:-

If you put the collection point as “Paris”, and the actual information is in your head, then someone else has to ask you to where the collection has to take place.

The entry of “Paris” does not consider the team members that may need to use your data, therefore provide all the information, so that the entire team can use your job information to do their job.

In Summary

When you create an “Address template” you are setting up your customer data once, so that you and the rest of the planning team can use this information again and again.
If you have multiple “addresses for the same sites”, you will end up making mistakes.
The objective is “not to have the information” in your head.
The objective is to set up the information once, so that everyone can use it.