Optional - Adding Multiple Addresses to Forms - trillium_quality - 2.7

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Topic type
Configuration
How Do I
Installation
Overview
Reference
Administration
First publish date
2008

By default, each entity is configured to cleanse one address at a time. This procedure describes how to add additional addresses to account, lead, and contact forms, allowing users to cleanse multiple addresses at a time.

For the account and lead entities you can add one additional address. For the contact entity, you can add two additional addresses.

To add multiple addresses to a form

  1. Open the Form Editor for the main Account, Lead, or Contact entity. The first Address is already on the form.

  2. From the Field Explorer, select Address 2 and drag it onto the form under the first Address.

  3. For Contact entities, to use three addresses, select Address 3 and drag it onto the form under Address 2.

  4. Click Save, click Publish, and close the form.

  5. Repeat the steps for each form as needed.