Customer Address Dialog Box

Use this dialog box to select which customer address and which parts of the address from the associated Customer grid to insert into a merge template that you are creating for the Contract, Employee, or Opportunity Info Center.

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

Location

To display the dialog box:

  1. From the GovWin Capture Management 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 Contract, Employee, or Opportunity Info Center.
  3. On the Merge Code dialog box, select Associated Customers 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.

Contents

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

Options are:

  • Assigned: This is the address that is assigned in the Address Description column in the associated Customer grid on the Customers/Contacts tab in the Contract or Opportunity Info Center (whichever Info Center you are creating the merge template for). This option does not apply for a merge template for the Employee Info Center.
  • Primary: This is the address that has the Primary check box selected for a customer on the General tab of the Customer 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 the Insert button. Repeat these steps to add all the desired 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 customer 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 Customer Address dialog box and unsaved changes will be lost. You are returned to the Merge Code dialog box.