Create a New Address

This tutorial will show you how to create a new address in CRM.

You can create an Address in two ways:

1st Method

In this method, you’ll create an address from an account.

1.  Navigate to CRM> Accounts.

 The Accounts page will be displayed.

2.  Select a particular account from the list of accounts by double clicking.

The account will be displayed in edit mode.

3.  Navigate to Addresses tab.

4.  Click Create.

The Create Address dialog will be displayed.

2nd Method

In this method, you’ll directly create an address from the Addresses page.

1.   Navigate to CRM >Addresses.

The Addresses page will be displayed.

2.  Click Create.

   The Create Address dialog will be displayed.

3.  Enter the address location in the Location field.

4.  Select the name of the account from the Account drop down list.

5.  Enter the address details in various street fields.

6.  Select the type of address as Primary from the Address type drop down list. The available options are Primary, ShipTo, BillTo and Other.

7.  Specify whether or not the Address Type ismain by checking or un-checking box in Is Main field.

Note:  The fields such as City and Zip Code fields are mandatory.

8.  So enter the appropriate values in City and Zip Code fields.

9.  Select linked contacts from the addresses if any, from the Linked Contacts drop down list.

10.  Select linked warehouses from the addresses if any, from the Linked Warehouses drop down list.

11.  Click Ok.

The new address will be added.

12.  On the Address page, search the new address by entering the account name or city name or state name or Zip Code in the search box and click Search () icon on the right top corner of the application.

The newly added address will be displayed.