Offices Tab Administration>Global Settings

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Overview

The Office tab allow is where the address of the company using InFocus.


 

Key Concepts

Office addresses can be used in employee setup and in invoicing for remit-to addresses.
When entering an address, the user enters the addresses name (referred to as Address Name). Later, this address can be applied to items such as an employee, by referencing the named address.
Addresses can be NAMED to categorize them for reuse. For instance, a client can have many offices with an address for each office, as well as associate client contacts with a particular office address. If the information of the NAMED address changes, you can cascade those changes to all associated (linked) addresses in entirety, or only for fields that have a value.
Sometimes addresses have specific uses, as in the case of bill to, pay to, and remit to addresses. These can be unassociated addresses or linked addresses. Typically, they will be linked addresses, which means they must first be entered as a named address, prior to referencing them as a bill to, pay to, or remit to.

Field Descriptions

Offices Grid

Pencil icon - When clicked, the Address Editor pop-up appears for easy data entry.
Name - Named address. Not available for employee contacts.
Street 1 - Address line 1
Street 2 - Address line 2
Street 3 - Address line 3
Street 4 - Address line 4
City - City
State - State
Zip - Zip Code
State - State
Country - Country
Phone - Telephone number
Fax - Fax number
Latitude - Latitude of Address
Longitude - Longitude of Address
Copy to Clipboard - Copies address to the clipboard of the local workstation. (Only seen in Address Editor)
Geocode - When clicked, the Latitude and Longitude are filled in with the location of the Main Address.  This can be used in the Map Viewer applet. More on the Map Viewer. (Only seen in Address Editor)