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Adding addresses to Homebase view

LesC
Level 2

I want to add the street address to the Homebase view (so I can export a mailing list), but it's not in the list of columns to add when I open "Column Headings." Is there anyway to do this? Or another way to get names and addresses to export?

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12 Comments 12
Just-Lisa-Now-
Level 15
Level 15

For 2020 or 2019? 

Actually, I think in both years its labeled as Client Street Address in the list of headings.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
LesC
Level 2

It's not in the list of choices I show. But thanks.

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clr600
Level 8

What year are you in

 

LesC
Level 2

2019

clr600
Level 8

Just go to Homebase menu and change column headings to suit you, client name, client street and apt address and client city, state and zip, then save in a new view like addresses. then you can export as a cvs file or print a copy of that homebase view

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LesC
Level 2

Thanks, I know how to do that, but what I'm saying is that Client Street Address is not among the items I can add to my Homebase view. I can get City, State, Zip, SSN, etc., but not Client Street Address.

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dkh
Level 14

There is column heading 'Client Address'  and  'Client Street and Apt Address'

LesC
Level 2

There was supposed to be, but there wasn't. But after I switched to List view, then back to Details, all the column headings were available. Just a weird glitch. Thanks for all the efforts.

clr600
Level 8

In 2019 or 2020 add a custom view in homebase with name and address and then print it out or export it.

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sheri414
Level 3

I also cannot get the client address to show.  I've created a custom view and exported custom view but still no address.  Can someone spell it out because I just don't see anywhere to change column headings.  Only add custom view, which does nothing after I save it.  

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Just-Lisa-Now-
Level 15
Level 15
are you working with 2020 or 2021? I havent tried editing HB in the 2021 program, I just Exported my custom views in 2020 and Imported them into 2021, seemed to work as expected.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15

There are not column headings anymore, that was for 2019 and prior.  For 2020 you need to create or edit your views   Homebase > Add/Edit Custom View...I created on called Addresses and removed the checkboxes next to everything then checked off Client Address and scrolled down to City,State, Zip and Saved it...see screen shots below...that gave me a HB view that shows only the names and addresses including city, state and zip. 

addressview.png addyhbview.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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