Addresses Options in Business

In the Action menu, the Options command offers a variety of settings for the Addresses file. That is why the Options screen consists of several pages, which you can access using the tabs. Some tabs are only displayed depending on the version or the modules installed.

Adresses tab

Enable automatic numbering of address records, as well as the numbering method and the structure of the generated codes.

Define the default values, secondary address types, address formats, and typography for quick labels.

Custom fields tab

Name the custom fields based on the content you want to enter in them. These labels will appear next to the custom fields on the second page of the Address record.

Note: The first field of each type (Text, Numeric, Date) is indexed, meaning that searches and sorts involving these fields are performed very quickly. It is therefore important to reserve them for the information on which you will most often need to perform these operations.

Debtors tab

Set the default values for the fields on the Debtor page here.

If you use the option to charge late payment interest to customers with overdue and unpaid invoices, you must specify here the Code of the Item-Service record used for this purpose. You can also specify the Default interest rate (applicable to customers whose records do not include this rate) and the Minimal amount of the invoices of interest.

Creditors tab

Set the default values for the fields on the Creditor page here.

Linked Documents tab

This setting determines how document types are displayed in the Linked Documents tab of the Address record.

You can also set the status of the “Hide converted documents” option and choose to limit the displayed period to the last twelve months.