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Field reference

Address Template

How to use Address Template in Customers: access, working steps, fields, related records and troubleshooting.

Sales & MarketingUpdated 12 October 2026Configuration-aware guidance
Open Address Template ↗Module guide

Purpose and access

Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.

This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Country.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Address Template from Sales & Marketing → Customers, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
CountrycountryLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Country

Is Defaultis_defaultCheck
Optional		This format is used if country specific format is not found
TemplatetemplateCode
Optional		Default Template Uses Jinja Templating and all the fields of Address (including Custom Fields if any) will be available {{ address_line1 }}<br> {% if address_line2 %}{{ address_line2 }}<br>{% endif -%} {{ city }}<br> {% if state %}{{ state }}<br>{% endif -%} {% if pincode %} PIN: {{ pincode }}<br>{% endif -%} {{ country }}<br> {% if phone %}Phone: {{ phone }}<br>{% endif -%} {% if fax %}Fax: {{ fax }}<br>{% endif -%} {% if email_id %}Email: {{ email_id }}<br>{% endif -%}

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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