Named Addresses

Named Addresses

Create Named Addresses

Named address saves time by storing the address and information of a location that will be continually used. 

To add a Named Address go to More -> List Management -> Quotes, Jobs, & Invoices -> Named Addresses

In all address fields you can start typing the address name to bring up the list of named address and click on the on you want and the address will then be filled in.

Click the 'Add' button to create a new named address.

Click the Ellipsis -> Modify to edit an existing named address.

When entering in the information on a Named Address, you can click on the Ellipsis to copy/paste the address.

You can also enter any notes you feel apply to that location.

Using Named Addresses in Quotes

Inside your Quote you can click the ellipsis by the 'Address Name' to input a named address or to create a named address.

Clicking the 'Search For Address By Name' button will open the Named Address window where you can select an address for this job.

Using Named Addresses in Jobs

Inside your Job you can click the ellipsis by the 'Address Name' to input a named address or to create a named address.

Clicking the 'Search For Address By Name' button will open the Named Address window where you can select an address for this job.

Using Named Addresses in Errands

Inside your errand you can click the ellipsis by the 'Address Name' to input a named address or to create a named address.

Clicking the 'Search For Address By Name' button will open the Named Address window where you can select an address for this errand.

Updating a named address

If you update the named address and you click update it will update the address for the quote/job you are on and all other quotes/jobs that are using that named address.

Or you can unlink the named address from all the quotes and jobs associated with the address.