Tag: billing address

Proposal For Implement View Only Access and Restrict Billing Address Changes on E-commerce Website

  The billing section will only contain the default billing address as shown below:    The implementer will ensure that the billing address remains unchanged during checkout by removing the radio button, edit, remove button and “Same as shipping address” checkbox, which causes the billing address to be selected based on the shipping address.   … Continue reading Proposal For Implement View Only Access and Restrict Billing Address Changes on E-commerce Website

How to set default billing while creating a lead record

While creating a lead record we need to set address as default shipping. For updating the default shipping or billing we need to use setCurrentSublistText method. For example leadRecord.removeLine({sublistId: ‘addressbook’,line: 0,ignoreRecalc: true}); // billing sectionleadRecord.selectNewLine({sublistId: ‘addressbook’});var label = leadRecord.setCurrentSublistText({sublistId: ‘addressbook’,fieldId: ‘label’,text: “Billing Information”}); leadRecord.setCurrentSublistText({sublistId: ‘addressbook’,fieldId: ‘defaultbilling’,text: ‘T’});

How to add phone number in the address template

Scenario Client cannot see the phone number under the billing and shipping address of the transactions even though it is added in the address page. Solution Navigate to Customization > Forms > Address Forms Standard Address Form: Click Customize Locate Phone Show: Enter Checkmark Template ID Field: Copy ADDRPHONE Address Template:Paste <ADDRPHONE> Under the country subtab add the country Click Save

Saved search to get the billing address of parent and sub customers

Scenario: How to get the billing address fields of parent and sub-customers.? Solution: 1)Create a customer saved search: navigate to list>search>saved search>new Customer Saved Search: Click Edit Click Criteria Click Standard Filter: Select Sub of Description: Select is not -None– Filter: Select Stage Description: Select is any(prospect,lead,customer) Filter: select address fields sub Customer Field: Select billing address Description: Select is true Filter: select parent customer fields… sub Customer Field: Select… Continue reading Saved search to get the billing address of parent and sub customers