Address information

You can find various information at the Addresses:

• Aliases on addresses
• Postal Addresses / Secondary Addresses
  • Define a secondary address as the default
  • Using secondary addresses on other records
• Formofaddress and salutation dynamic
• Address Layouts
  • The address layout of each address
  • Create and edit address layout templates
  • Standard templates for address layouts, formofaddress and salutation
  • Delete address layout template

Aliases on addresses

The alias field is located on the page Weitere Info in Address Management:

The alias is used for address search. In addition to the alias, there is also the so-called string representation. This is the string representation of the entry (Firma.asstring) and is shown on the interface in the list, for example, if no expression is entered:

The alias of address entries is always calculated using the built-in string representation logic as follows:

If one of these members is changed, the alias is rewritten each time.

The alias can be changed manually, but if one of the described members is changed, it will be overwritten by the system. This means that a manually modified alias only persists until a member that is normally used for the alias is changed.

The alias is always shown as a string representation, except in the following two cases:

1. The alias has been deleted (empty alias): If the alias is empty, the built-in logic is used to calculate the string representation.
2. a Stringrepexpression is set: If a string representation display is String Representation for the corresponding class under System settings > Customize > Class Settings, this will be used.

Postal addresses / secondary addresses

On the address entries it is possible to enter several addresses. For a person this could be the holiday apartment, for a company it could be the warehouse address.

These additional addresses are opened as follows: Right-click in the field next to the button for the address (in the example Company) and select the menu item Create new address....

You can then enter the designation for this address.

You can edit the designation of an existing address using the Edit designation menu item.

If there are several addresses for an address, one of them can be defined as the default. This will then appear on exports, on lists and wherever this address is defined (e.g. invoice address, contact, etc.).

Proceed as follows: Right-click on the button for the corresponding address and select Set as default.

The corresponding button will then receive a small dot so that you can see at a glance what your StandardStreetaddress is.

The order of the address buttons is as follows:

• 1. Position: Standard address
• Then alphabetically by designation

For contacts, the address is selected by the company or, if a person is assigned, also by the person. No address is created only for the contact. Therefore, there is no menu item “Edit designation...” there. The menu item “Create new address...” is called “Assign new address...,” the menu item “Delete address” is called “Remove address”.

For couples, there are two menu items: “Create new address...,” and “Assign new address”.

For addresses created on the couple, the menu item “Edit designation...” appears on a right-click. For associated addresses, the menu item “Delete address” does not appear. For associated addresses, the menu item is “Delete address” rather than “Delete address”.

It is not possible to select or assign a secondary address on another entry. For example, a secondary address on the project cannot be assigned as a billing address.

In this case, a separate address must be entered for this purpose. The following approach has proven to be successful:

• At the company, a secondary address is entered, in our example with the designation “Creditor Receipt”.
• Then a contact is entered at the company and this secondary address assigned to this contact as the StandardStreetaddress. The contact is named accordingly.

• This contact has this address as default and can now be assigned as a invoice address.

Form of address and salutation calculated dynamically

In addition to fixed texts, OCL expressions (enclosed with %) can be used for the form of address and the salutation on the addresses.

In the fields Anrede and Briefanrede on the address there is a button with three dots. This opens the editor to enter the desired form of address and salutation:

It is also possible to work with fixed texts. The text on the address will then appear in green font:

The Anrede and Briefanrede fields are also part of the address layout templates.  

Address layouts

For each address a special layout can be selected in Vertec. This is used to define how the corresponding address should look when printing. The print view is visible on the right of each address:

When a new address is created, the default template of this address type (person, company, etc.) is automatically selected. If a different layout is desired, this can be done in two ways:

1. Right-click View | Layout to open the window with the predefined layout templates. Select one and click  Übernehmen to select an appropriate layout.

   

2. Click on Layout. This displays the Variable Viewshow in which you can manually adjust the layout. To adjust the address layouts, you can use OCL, in percent %% bordered. You can also enter additional text manually, which will then be shown 1:1.

   

Layout templates can only be edited by the administrator.

Click the New button in the Template window or select an existing template and click Edit. This will take you to the Template Editor.

Give the template a designation. We recommend selecting it in such a way that it is clear for which address type (company, person, contact, couple and if possible SimpleAddress) this template can be selected.

For each template it can be defined whether it should be used as the default for an address type. Only one default can be defined per address type.

The individual fields of the address layout are inserted as OCL expressions. To be recognized as such, they must be marked with percentage signs %% be framed.

Select the desired field in the available fields on the left and click on the button >>. The field is entered as a variable at the curson position in the right field Address layout. You can also enter text manually. Use the appropriate OCL expressions, with %% edged. Text without %-Character is inserted, will be shown later in the layout 1:1 like this.

OCL expressions can also be entered in the FormOfAddress and Salutation fields.  

The following templates are supplied by default for new installations starting with Vertec 6.8. These templates take into account the different languages and field configurations. If as gender (gender) is not specified as male or female, a gender-neutral letter salutation is used.

%name%
%supplement%
%streetaddress%
%zipcode% %city%
%country%

%if language.asstring='DE' then 'Guten Tag'
else if language.asstring='FR' then 'Bonjour' 
else if language.asstring='IT' then 'Spettabile Ditta' 
else if language.asstring='EN' then 'To whom it may concern' 
else '' endif endif endif endif%

%firma.name%
%person.firstname% %person.name%
%firstname% %name%
%supplement%
%streetaddress%
%zipcode% %city%
%country%

%if person.notNull then person.formofaddress else
if gender = 'male' then
if language.asstring='DE' then 'Herr'
else if language.asstring='EN' then 'Mr'
else if language.asstring='FR' then 'Monsieur'
else if language.asstring='IT' then 'Signore'
else '' endif endif endif endif
else if gender = 'female' then
if language.asstring='DE' then 'Frau'
else if language.asstring='EN' then 'Ms'
else if language.asstring='FR' then 'Madame'
else if language.asstring='IT' then 'Signora'
else '' endif endif endif endif
else '' endif endif endif%

%if person.notNull then person.salutation else
if language.asstring='DE' then
if gender = 'male' then 'Sehr geehrter'
else if gender = 'female' then 'Sehr geehrte'
else 'Guten Tag' endif endif
else if language.asstring='FR' then
if gender = 'male' then 'Cher'
else if gender = 'female' then 'Chère'
else 'Bonjour' endif endif
else if language.asstring='IT' then
if gender = 'male' then 'Egregio'
else if gender = 'female' then 'Egregia'
else 'Buon giorno' endif endif
else if language.asstring='EN' then
if gender = 'male' then 'Dear'
else if gender = 'female' then 'Dear'
else 'Dear' endif endif
else '' endif endif endif endif + ' ' +
(if title='' then
if formofaddress='' then firstname else formofaddress endif
else
if language.asstring = 'DE' then
if formofaddress<>'' then formofaddress + ' ' + title else title endif
else title endif endif) endif% %name%

%firstname% %name%
%supplement%
%streetaddress%
%zipcode% %city%
%country%

%if gender = 'male' then
if language.asstring='DE' then 'Herr'
else if language.asstring='EN' then 'Mr'
else if language.asstring='FR' then 'Monsieur'
else if language.asstring='IT' then 'Signore'
else '' endif endif endif endif
else if gender = 'female' then
if language.asstring='DE' then 'Frau'
else if language.asstring='EN' then 'Ms'
else if language.asstring='FR' then 'Madame'
else if language.asstring='IT' then 'Signora'
else '' endif endif endif endif
else '' endif endif%

%if language.asstring='DE' then
if gender = 'male' then 'Sehr geehrter'
else if gender = 'female' then 'Sehr geehrte'
else 'Guten Tag' endif endif
else if language.asstring='FR' then
if gender = 'male' then 'Cher'
else if gender = 'female' then 'Chère'
else 'Bonjour' endif endif
else if language.asstring='IT' then
if gender = 'male' then 'Egregio'
else if gender = 'female' then 'Egregia'
else 'Buon giorno' endif endif
else if language.asstring='EN' then
if gender = 'male' then 'Dear'
else if gender = 'female' then 'Dear'
else 'Dear' endif endif
else '' endif endif endif endif% %if title='' then
if formofaddress='' then firstname else formofaddress endif
else
if language.asstring = 'DE' then
if formofaddress<>'' then formofaddress + ' ' + title else title endif
else title endif endif% %name%

%personA.firstname% %personA.name%
%firstnameA% %nameA%
%personB.firstname% %personB.name%
%firstnameB% %nameB%
%supplement%
%streetaddress%
%zipcode% %city%
%country%

%if personA.notNull then personA.salutation else
if language.asstring='DE' then 'Guten Tag '
else if language.asstring='FR' then 'Bonjour '
else if language.asstring='IT' then 'Buon giorno '
else 'Dear ' endif endif endif + firstnameA + ' ' + nameA endif%
%if personB.notNull then personB.salutation else
if language.asstring='DE' then 'Guten Tag '
else if language.asstring='FR' then 'Bonjour '
else if language.asstring='IT' then 'Buon giorno '
else 'Dear ' endif endif endif + firstnameB + ' ' + nameB endif%

%firstname% %name%
%zuHanden%
%supplement%
%streetaddress%
%zipcode% %city%

%if gender = 'male' then
if language.asstring='DE' then 'Herr'
else if language.asstring='EN' then 'Mr'
else if language.asstring='FR' then 'Monsieur'
else if language.asstring='IT' then 'Signore'
else '' endif endif endif endif
else if gender = 'female' then
if language.asstring='DE' then 'Frau'
else if language.asstring='EN' then 'Ms'
else if language.asstring='FR' then 'Madame'
else if language.asstring='IT' then 'Signora'
else '' endif endif endif endif
else '' endif endif%

%if language.asstring='DE' then
if gender = 'male' then 'Sehr geehrter'
else if gender = 'female' then 'Sehr geehrte'
else 'Guten Tag' endif endif
else if language.asstring='FR' then
if gender = 'male' then 'Cher'
else if gender = 'female' then 'Chère'
else 'Bonjour' endif endif
else if language.asstring='IT' then
if gender = 'male' then 'Egregio'
else if gender = 'female' then 'Egregia'
else 'Buon giorno' endif endif
else if language.asstring='EN' then 'Dear'
else '' endif endif endif endif% %if title<>'' then
if language.asstring = 'DE' then
if formofaddress<>'' then formofaddress + ' ' + title else title endif
else title endif
else formofaddress endif% %if forattention<>'' then forattention else
if title<>'' then name else
if formofaddress='' then firstname + ' ' + name else name endif endif endif%

To delete an address layout template, select it in the template editor and click delete:

You should keep the following in mind:

• delete address layout templates that are defined as the default for an address type (see above).
• Make sure that there is at least one template for each address type. New addresses will not have automatic address layout.
• Deleting the address layout template does not change the existing addresses. If you want to change the address layout of the current address, you can do so on the address as described here.