====== Addresses ====== This section is for working through buttons, related lists and Lightning Pages for the Address object. ===== Content ===== * [[donor360:object_configuration:4addresses#Page Layouts|Page Layouts]] * [[donor360:object_configuration:4addresses#Lightning Page|Lightning Page]] ==== Page Layouts ==== Separate Page Layouts exist for Organizations and Household due to seasonal address fields on the Household layout. Prepare separate layouts. * Click **Setup**, **Object Manager**, **Address** * Select Household Layout created in earlier step, Click **Related Lists** in the pallet * Add or remove related lists as needed, but include: * Affiliations * Other lists are optional NOTE: The Seasonal address fields are visible for the Household Page Layout. * Click **Save** {{ :donor360:object_configuration:addresshouseholdpagelayout.png?400 |}} * Select Organization Layout created in earlier step, Click **Related Lists** in the pallet * Add or remove related lists a needed, but include: * Affiliations * Other lists are optional *Click **Save** {{ :donor360:object_configuration:addressorgpagelayout.png?400 |}} ==== Lightning Page ==== * Select the Custom Lightning Address Record Page previously created for both Address record types. * Click **Edit** Note: If the Dynamic Highlights Panel has not been added to the Address Lightning Page, add it now. * Click Dynamic Highlights Panel * Drag desired fields to the Dynamic Highlights Panel, **Save** {{ :donor360:postinstalltasks:addresslightninghighlights.png?400 |}} * Click **Add Action** button to select the buttons to display * Set **Visible Action Buttons** number, **Save** {{ :donor360:postinstalltasks:addresslightninghighlightsbuttons.png?200 |}} * From **Components** in left panel, drag **Tabs** to the left component * Click **Details** tab, drag over **Record Detail**, Click **Upgrade Now**, **Next** * Select **Household Page Layout** created in a previous step, **Finish** * Click Tabs, Add Tab from right panel and add a Details tab * Click the new **Details** tab, drag over **Record Detail**, Click **Upgrade Now**, **Next** * Select **Organization Page Layout** created in a previous step, **Finish* * Click Tabs, move Related tab to the last position, change Default Tab to "" * Set Filter on **first Details** tab Record> Address Type Not Equal Work, Done {{ :donor360:postinstalltasks:addresslightingdetailfilterhh.png?400 |}} * Set Filter on **second Details** tab Record> Address Type Equal Work, Done {{ :donor360:postinstalltasks:addresslightingdetailfilterorg.png?400 |}} * Click **Save** * Select **Activate** on the Page Saved popup, then Select **Assign as Org Default**