Header Buttons
Folder – see UI > Popup > Header Buttons > Folder
Save – see UI > Popup > Header Buttons > Save
Save & Create New – see UI > Popup > Header Buttons > Save & Create New
Toggle Edit – see UI > Popup > Header Buttons > Toggle Edit
Close – see UI > Popup > Header Buttons > Close
Fields
Header
Recurring Address Number – Generated unique identifier based on Entity Type (2 characters), Name (2), Address (3) and City (2) followed by 3 digits. E.G. RENAADDCIXXX
Recurring Address Name – Identifiable name of entity
Type – Type of entity based on Recurring Address Type List
Active – This is used to deactivate / “Delete” an entity that is no longer used
Phone Number – The primary phone number
Cell Number – The primary cell phone number
Email – The primary email for the entity, may be used to connect to an ecommerce account
Details
Address – see Data > Shared > Fields