Within Brilliance CRM, when we need to store or give the option to store (e.g., not required but beneficial information), we have addresses available in the following modules:
- Accounts
- Affiliates
- Job Postings
- My Accounts
- News & Events
- Portal Users
- Products: Warehouses
- Projects
- Random Clients
- Site Monitors
Addresses are central to many modules in the system, and all share the same overall features and functionality.
- General (Note: Not every field is shown. Fields for addresses can be turned on/off by going to Settings, App Setup)
- Address Type: The type of address (e.g., MAIN, HOME, BUSINESS, etc.)
- Account Number: An account number that may be associated with this address.
- Salutation: The salutation (e.g, Mr, Mrs, Miss)
- First Name: The first name of the person.
- Last Name: The last name associated with the person.
- Display Name: The display name of the user.
- Email Address: The primary email address of the user.
- Company Name: The company name the user is assigned to.
- Title: The person's job title.
- Address Line 1: Street address line 1.
- Address Line 2: Street address line 2.
- Country: The country the address is associated with.
- Note: This is before you enter the Postal Code, City, State, and County information, as the system can do a postal code lookup if it's enabled.
- Postal Code: The address postal code.
- City: The city the address is in
- State: The state the address is in.
- County: The county that the address is in.
- Phones
- Any phone numbers that are related to this address.
- Emails
- Any emails that are associated with this address.
- Dates
- Any dates that are specific to this address.
- Links
- Any links (e.g., website links) related to this address.
- Cards
- Any identification cards related to this address.
- Demographic
- Gender: The gender of the user.
- Time Zone: The time zone this user is in.
- Marital Status: The marital status of the user.
- Ethnicity: The ethnicity of the user the address belongs to.
- Date of Birth: The date of birth of the user.
- ID Type: The ID of the user.
- ID Number: The ID number that the ID type belongs to.
- Phone: The primary phone number.
- Phone (Mobile): The primary mobile phone number.
- Additional
- Additional Information
- Do Not Send Emails: Do not send any emails to this account.
- Do Not Send Mail: Do not send any regular USPS mail to this account.
- Do Not Call: Marketing that you should not contact this account with any phone calls.
- Do Not Text: Marketing that you should not contact this account with any text messages. This applies to SMS and MMS messages.
- Custom Fields
- Any custom fields that you have created in the system