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Entering Addresses

← Adding Records
Many records use the Address field to track information about locations associated with the record. These addresses are also stored as Address records, which can be accessed separately from other records.

When viewing a record connected to an address, the address is displayed as a link, which can be clicked to open the Address record.

The Address field is divided into the Street or Place Name and City, State (Zip) fields.

To add an address to a record, a street address or a common place name can be entered, or a pin can be added to the map.

NOTE: Common place names are created by the software from Business records associated with an address, as well as Property records for structures or land with a location specified.

To enter a street address or common place name:
  1. In the Street or Place Name field, begin entering the street address of the location. For example, 123 Main St. or Burt's Gas Station.  A list of possible matches is displayed. Common places are displayed with the name of the place and the address. 

    TIP: To display a list of suggestions before entering an address, click the drop-down arrow next to the Street or Place Name field.

  2. If the address or place is displayed, then select it. If the address is not displayed, then finish entering the address. An Address record is created from the entered information.

    NOTE: Highlighting the address in the list does not select it. To select the address, click the desired address, or use the Up Arrow and Down Arrow keys to move the highlighting to the desired address, and then press Enter.

    By default, in the City, State (Zip) field, the city selected by your administrator is populated, which is often the city in which your agency is located. 
  3. If necessary, enter a different city and state. If desired, enter the ZIP Code of the address.
    When an address is selected, the map is displayed.
  4. To display the map without selecting an address, click the Map button.
To pin an address to the map:
  1. Click the Map button to open the map, or enter an address to make the map appear.

    NOTE: A pin can be added to the map before an address is entered. In which case, the software uses the latitude and longitude coordinates from the map as the address.

  2. Drag the map to the desired view, and use the zoom buttons to change the zoom on the map.

    TIP: To have the map display your current location, click the My Location icon.

  3. With the location displayed, click the map where the pin should go. The pin is displayed on the map.

    TIP: Pinning addresses to the map is not required. However, pinning addresses allows the locations to be used in Map type reports.

Adding an Address record

If desired, an Address record can be created for an address without associating the address with another record.

To add an Address record:
  1. From the menu bar, select Records > Addresses to open the Address Search screen.
  2. Click Add New to open the Adding New Address screen.
  3. Complete the appropriate fields. Adding an Address record is similar to adding an address while creating another record. See the section "Fields in the Address screen" below.
  4. When finished, click Save and Close to save the record. The Address record is displayed.
  5. To edit the Address record, click Edit. Modify the fields, and then save the record.
NOTE: If the Address record is used with another record, then when the Address record is viewed, areas are displayed that list the records that use the address. For example, if the address is connected to a Name record, then the People area is displayed. Expand the People area to view information from the Name record, as well as link to the Name record.

Fields in the Address screen

The Adding New Address and Editing Address screens contain the following fields, which are separated by area. 

Address Info area

Use the Address Info area to track basic information about the address.

NOTE: When editing Address records, the Address field is view-only.
  • Address: This field is divided into the Street and City, State (Zip) fields. In the Street field, enter the street address. For example, 123 Main St. In the City, State (Zip) field, the city selected by your administrator is populated by default, which is often the city in which your agency is located. If needed, enter a different city and state. If desired, enter the ZIP Code of the address.
  • Latitude: Displays the latitude of the location based on the pin on the map and is view-only.
  • Longitude: Displays the longitude of the location based on the pin on the map, and is view-only.

Additional Info area

Use the Additional Info area to track additional information about the address.
  • Area: Select the area in which the address is located.
  • County: Enter the county in which the address is located.
  • Directions: Enter any directions for reaching the address.

Map area

Use the Map area to pin the address. Drag the map to the desired view, and use the zoom buttons to change the zoom on the map. With the location displayed, click the map where the pin should go. The pin is displayed on the map.

TIP: Pinning addresses to the map is not required. However, pinning addresses allows the locations to be used in Map type reports.


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