Share an address through non-related accounts

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Enable users to reuse the same address between multiple non-related accounts. Users can share an address between multiple accounts by using the Location field on the Account Address form.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Customer Service > Accounts.
    2. Select an account and navigate to Related List> Account Addresses.
    3. Select New.
    4. Select the search icon next to the Location field.
    5. From the pop-up, select a location that you want to reuse.
      Location window showing a list of locations that can be reused.
    6. Click the search icon next to the Account field.
    7. Choose the account for which you want to reuse the address.
      Note:
      You can reuse addresses through non-related accounts from the location form. For more information on the location form, see Associate an address to an account.Pop-up window displaying address sharing between non-related accounts form.