The Addresses tab
The Addresses tab is used to store the various addresses and phone numbers associated with a supplier. The primary address and contact numbers added here flow through to the Main tab. Other non–primary addresses added to the supplier record are viewed and maintained through here. This is where you enter the:
- various addresses required for the supplier, such as home, business, postal
- various phone numbers required for the supplier, for example home, business, mobile
- fax number
- email address
- any website addresses linked to the supplier
- other details such as website addresses and home phone number
The details in the Phone and other details area are entered directly in this tab.
The addresses that have been created for a supplier are listed in the Address Types field. For example, you may have a home address and a billing address defined for a supplier. When you click a type in the Address Types field the address details are displayed below. The types that can be added are dependant on the types created in the system by your system administrator.
The Unlink button deletes the link between the supplier and the address selected in the Address Types field. This does not remove the actual address from the system, just the link between that address and the supplier (to delete the actual address you need to be in the Address Maintenance page).
The Search button opens the Address Maintenance window from where you can search for an existing address and link it to the supplier, or add a new address.
If you want to copy an address so you can paste in into another application rather than having to type it in, just click the Copy button 
on the Addresses tab, then go to the application you want to put it in and select the Paste option.
You can also store any extra contact details for the supplier here in the Other Details area. For example, you may want to record a website address or personal email. Clicking the Add button under this field will insert a new line in the Other Details area from which you can select a detail type and then enter the relevant number or value for it. Select a line and click Delete to remove any old data here. Any email and website addresses added for the supplier are live links, so you can click to open a blank email or access the selected web page.
Note: new address types and Other Details types must be created by the system administrator via Maintenance>System>Address/Phone>Address Type...and Phone/Email Types... before they can be accessed from within the Addresses tab. An address type can only be used once per supplier.
Primary and Non-Primary Addresses
Addresses are divided into two types:
- Primary
- Non Primary
By default, the primary address is the one that is most commonly used by your practice for the supplier's mailing purposes. The system administrator can add new address types and nominate which of these are to be considered the primary details. The primary details flow through to the Main tab for a supplier. Examples of address types your practice may use are:
- Home
- Billing
- Business
- Registered
Only one occurrence of each address type can be attached to a supplier. Where more than one type of address is required (for example, two home addresses), two separate address types must be created within CCH Practice Management. In this situation there may be a ‘HOME1’ and ‘HOME2’ address type.
Note: New address types and Other Details types must be created by the system administrator using the following menu path:
Maintenance > System > Address/Phone > Address Type...and Phone/Email Types... before they can be accessed from within the Detail tab. An address type can only be used once per supplier.
How addresses are stored and reused
Addresses are stored in a central area. When you create a new supplier, you can either:
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select an address from the central list of addresses using the Address Maintenance page
OR -
add a new address in the database for the supplier.
Storing addresses in a central area in this way means that it is easy for addresses to be reused for contacts, clients and suppliers and you do not have duplicate address entries. Also, when an address is modified, the changes apply for all linked clients, contacts and suppliers.
The Address Maintenance window
To access the Address Maintenance window, on the Detail tab of a supplier page, click the Search button. The Address Maintenance window opens displaying any addresses currently linked to the selected supplier.
Using the Address Maintenance window you can create addresses and link them to suppliers. You can also amend the details of an existing address or delete one that is no longer required. You can also use the window to view which suppliers are linked to an address by selecting the address and clicking the Show button. The first column in the table titled Linked displays how many times an address has been linked.
The Address Maintenance window displays the Find a pick list and which starts with search field at the top of the page, as well as a table that displays addresses. The Show, Link and Delete buttons are displayed at the bottom right of the window.
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Click... |
To... |
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Display a list of the suppliers that are linked to the currently selected address |
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Create a link between the highlighted address and the currently selected supplier |
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Delete the highlighted address. If you delete an address you will lose the address from the database as well as remove links from the address to any suppliers |
You can directly edit the text in the address table by selecting the address line and typing in the rows. You can add new addresses by typing in the blank line at the top of the page. While creating a new address you can choose to either
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link it to the selected supplier
OR -
save the address in the database and link it to a client, contact or supplier at another time
Note: You can add and edit addresses in the Address Maintenance window regardless of which Supplier page you access the window from. However, if you want to create a link between an address and a supplier, you will need to open the Supplier page for that supplier and create it from there.