Associating Reference Addresses with a Contact

Civic Platform provides the ability to build associations between contacts and reference addresses.

You can directly create a reference address for a contact or add an existing referent address to a contact.

Topics

Creating a New Reference Address for a Contact

If you create a reference address in the Contact portlet, you can search for and apply the reference address as normal reference address, as if you had created it created in the reference address portlet.

To add a new reference address to a contact

  1. Navigate to the Contact portlet.

    Civic Platform displays the Contact detail page.

  2. Click the Address tab.

    Civic Platform displays the associated address list page.

  3. Click New.

    Civic Platform displays the address fields.

  4. Complete the fields as described in Table 1.

  5. Click Submit.

    Civic Platform displays the address.

Associating an Existing Reference Address with a Contact

If a reference address already exists in the system, you can search for it and apply it to a contact.

To search for an address and associate it with a contact

  1. Navigate to the Contact portlet.

    Many times this portlet may have its own main link or be grouped with the APO portlets.

    Civic Platform displays the Contact detail page.

  2. Click the Address tab.

    Civic Platform displays the associated address list page.

  3. Click Look Up.

    Civic Platform displays the Address detail page.

  4. Enter the search criteria in the address fields. For the field description, see Table 1

  5. Click Submit.

    Civic Platform displays the results from the search.

  6. Select the address you want to associate with the contact.

  7. Click Select.

Deleting a Reference Address from a Contact

You can delete a reference address from a contact if it no longer applies. When you delete a reference address, you remove the association between the contact and the reference address; however, Civic Platform does not delete the reference address from the database.

To delete a reference address from a contact

  1. Navigate to the Contact portlet.

    Civic Platform displays the Contact list page.

  2. Click the Address tab.

    Civic Platform displays the associated address list page.

  3. Select the address you want to delete.

  4. Click Delete.

    Civic Platform deletes the address from the contact.