Vendor Address Dialog Box

Use this dialog box to select which vendor address and which parts of the address from the associated Vendor grid to insert into a merge template that you are creating for the Project or Opportunity Info Center.

This dialog box applies only for merge templates that you create with Adobe InDesign.

Location

To display the dialog box, complete the following steps:

  1. From the Ajera CRM navigation menu, click Configuration > General > Merge Templates.
  2. On the Merge Templates form, click Add or Update on the grid toolbar to add or update an Adobe InDesign merge template for the Project or Opportunity Info Center.
  3. On the Merge Code dialog box, select Associated Vendors from the drop-down list in the Table field.
  4. Select Address from the drop-down list in the Field field.
  5. Click the Insert button.

Content

Field Description
Address Type From the drop-down list, select which address for the associated vendor to add to the merge template.

Options are:

  • Assigned — This is the address that is assigned in the Address Description column in the associated Vendor grid on the Team tab in the Project or Opportunity Info Center (whichever Info Center you are creating the merge template for).
  • Primary — This is the address that has the Primary check box selected for a vendor on the General tab of the Vendor Info Center.
Fields list, Insert button, and Text box In the Fields list, click an address part field (such as Address Line 1, City, Country, and so on) to add it to the merge template. Then click Insert. Repeat these steps to add all the address fields to the merge template.

The text box below the Field list displays the merge codes for the address fields from the Fields list that you added to the merge template.

For example, if you insert Address Line 1, City, State/Province Name, and Zip/Postcode, it displays as the following in the text box:

[Address Line 1|{Address1}#A#]

[City|{City}#A#]

[State/Province Name|{StateName}#A#]

[Zip/Postcode|{Zip}#A#]

Each address field will display on a separate line in a merged document.

If, instead, you want all the address fields to display on one line with a comma or space between each field, then manually add a comma or space between each address field in the text box.

You can also manually add other text into the text box, as well.

Insert Address When you finish selecting vendor address fields for the merge template, click this button to insert all the address merge codes into the merge template.
Cancel Click this button to close the dialog box; unsaved changes will be lost. You are returned to the Merge Code dialog box.