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Entering the Address Using Google Maps street search

When creating a new subject, it is necessary that all data about the subject is entered into the fields on the Subjects register form correctly.
Namely, subjects are used when working on all the levels of the program.

With creating new subjects, writing down the addresses of foreign subjects can pose a challenge.

For this purpose, a feature enabling the user to search for street names using Google Maps in the Address field has been added. The desired address is selected from the drop-down list.

CASE SUMMARY

The Tecta company is in the process of discussing a cooperation with a new contract buyer from Germany. The person responsible in administration has received instructions from their supervisor, to gather all existing e-mail documentation and save it to eDocumentation.

The person responsible does this in the following way:

  1. Creating a new customer ID
  2. Entering the address using Google Maps street search
  3. Adding documentation to the subject's eDocumentation

1. Creating a new customer ID

The person responsible first wants to create a new subject ID for the customer in the Subjects register.

For more detailed step-by-step instructions see chapter Entering a Customer.

WARNING

In this case, the person responsible is entering a subject from a foreign country, which is why the use of the Check data with AJPES button is not possible.

 

2. Entering the address using Google Maps street search

The person responsible begins by filling out the Address field in the General panel.

The street address is very long and has foreign spelling.

HINT

The Google Maps street search feature is integrated into the Address field, which is why a drop-down list with the corresponding options, based on the characters entered into the Address field, appears on the screen.

The person responsible enters a few initial characters, in this case: Carl-Phillipp.

The whole address name appears in the drop-down list.

The person responsible clicks on the desired address, which is then entered into the Address field.

Then, the person responsible continues with the input of the rest of the required data for creating a new customer ID, as it is described in the chapter Entering a Customer.

3. Adding documentation to the subject eDocumentation

During the last step, the person responsible continues with archiving the documentation in DMS.

The person responsible will archive the documentation connected to the communication with the new business partner.

A detailed process of adding documents to eDocumentation is described in the chapter Adding documents.

 

 

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