The easiest way to create an Address Template is from a Log that already contains the name and address. See Adding an Address.
To Update or Create an Address Template
Choose Address Lists from the Administration menu. CLIFF displays the Address Templates window.
Existing Templates are displayed in the scrolling list. If only a few Templates have been defined they will all be displayed. However, if there is a large number of Templates defined, CLIFF will automatically subset them by the first character of the current sort field (Last Name or Company). You may select other subsets by clicking on the alphabetic character in the header or click ALL to see all the templates.
The office that created/owns the Template is shown in the right column. If you have access to several offices you will see their Templates. Templates that are available to all offices will have 'Shared' in the Owned By column.
Click on New Address to create a new template. The Template input screen is displayed:
If you want to restrict access to the Template to a single Office, enter the Office Name. Otherwise leave Shared selected.
Enter the name and address
Click Save to save the Template.
