Associate an address to an account

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can associate addresses to an account using the Account Address related list on the account form or the location form.

    Vorbereitungen

    Hinweis:
    You must possess the Update privilege, or the authority to grant Update access to account information, to enable the association of locations (account addresses) with the account.
    Role required: One of the following roles:
    • admin
    • customer_admin
    • sn_customerservice_manager
    • sn_crm_account_data_manager
    • sn_crm_account_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin

    Prozedur

    1. Associate an address to an account from either the account form or the location form.
      • To associate an address to an account from the account form, navigate to All > Customer Service > Accounts.
      • To associate an address to an account from the location form, select All > Customer Service > Locations.
    2. Select an account from the list of existing accounts.
    3. Navigate to Related List > Account addresses and select New.
    4. Fill the details in account address form and select Submit.
      For more information about the table fields, see Account Address table.