Address Record in Anthology Reach

When typing address details in the address, account or contact forms, drop-down values will be available for selection in the Country, State/Province and County fields. In each case, values in a child field will be dependent on the selected parent field. For example, if the value of the Country field is United States of America, the following values will be available in child fields:

State/Province – By default, the 2-character label of states in the United States of America will be available for selection.
County – The list of counties of the selected state will be available.

This framework of dependent fields is enabled by default in the following forms:

Entity	Form
Account	Account(Reach - New)
Address	Information(Reach - New)
Contact	Contact(Reach - New) Quick Create: Contact form

Exception: For a selected value in a parent field, if values are not available in a dependent field, users can type text values in such a field. For instance, if the selected Country is Japan, users will need to type text values in the State/Province field because the states of Japan are not available for selection out-of-the-box.

Note

The Country, State, and County fields on Reach forms (default and custom) must be organized in the following sequence:

Country
State
County

Relationship of the Contact and Address Records

By default, when a contact record is created, 3 address records will also be created with values as indicated below:

Field	Values
Address Number	1	2	3
Address Type		Bill To
Mail Type	Primary

These records can be viewed in the Addresses tab. In addition, information in the contact form (Correspondence Details area of the Contact Overview tab) will also be displayed in the first address record, i.e., the record with Address Number as 1. Hence, address changes saved in the contact form can also be viewed in the first address record, and vice versa.

Note: If a user updates the address 1 or address 2 field in the contact form, the system overwrites the corresponding address 1 or address 2 records in the Address entity, without preserving the old address records.

To preserve the old address records user must create a new address record in the address entity and set the new address as the primary address.

Relationship of the Account and Address Records

By default, when an account record is created, 2 address records will also be created with values as indicated below:

Field	Values
Address Number	1	2
Address Type		Bill To
Mail Type	Primary

These records can be viewed in the Addresses tab. In addition, information in the account form (Correspondence Details area of the Account Summary tab) will also be displayed in the first address record, i.e., the record with Address Number as 1. Hence, address changes saved in the account form can also be viewed in the first address record, and vice versa.

Note: If a user updates the address 1 or address 2 field in the account form, the system overwrites the corresponding address 1 or address 2 records in the Address entity, without preserving the old address records.

To preserve the old address records user must create a new address record in the address entity and set the new address as the primary address.

For Administrators

By default, values in the Country, State/Province and County fields are configured as global option sets. Institutions can:

Update the default values available for selection in the above fields.
Copy the global option sets into Country, State/Province and County fields in custom forms of other entities.

For more information on how this can be achieved, administrators must be completely knowledgeable about functionality described in the following links:

By default, global option set behavior is available in the Address entity's Information (Reach - New) form in records where the value of the Address Number field is 1. Global option set behavior is not supported in address records:

That are created automatically when a new contact is created and which have the values 2 and 3 in the Address Number field.
That's created automatically when a new account is created and which has the value 2 in the Address Number field.

Behavior of Drop-downs in Account, Contact and Address Records

By default, values of the State field for the country United States of America will display in label format, i.e., they can be selected in the State/Province drop-down with 2 characters denoting the name of each state. For instance, Alabama is represented as AL.

However, if the display of the State/Province for the country United States of America is changed to display the full value in the address record, while the 2-character format can continue to be selected in related contact or account records, its equivalent value will be displayed in the address record, and vice versa.

Note: In an upgrade scenario to this version, existing local option set values not available in the new global list will be included automatically when the Migration - Address flow runs automatically. However, administrators will need to map the newly included countries, state/provinces and counties using functionality described in the topic Changing Mappings in Global Option Sets.

Configuring Additional Address Sections in the Contact and Account Forms

In the Contact and Account forms, the Correspondence Details section displays the address 1 record of the Address entity. To view/update additional address records of the Address entity in the Contact and Account forms, these forms must be customized to include the Address 2 and Address 3 fields.

To add Address 3 records in the Contact form, perform the following steps in the Reach solution:

In the Contact form, add the required Address 3 fields. For steps, see Enabling Global Option Sets on Custom Forms
Publish and export the Reach solution.
Update the xml file corresponding to the Contact Form. For steps, see Configuring the Parent Field Property For Address 3 Records.
Import the Reach solution.