Create additional account addresses

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • An account can have multiple addresses, such as a main address as well as shipping and billing addresses.

    Antes de Iniciar

    Role required: One of the following roles:
    • sn_crm_account_data_manager
    • sn_crm_account_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice_manager
    • admin

    Por Que e Quando Desempenhar Esta Tarefa

    The main address for an account is stored in fields on the Account form. Shipping and billing addresses for an account are created and stored in the Addresses related list. An account can have multiple shipping and billing addresses.

    Procedimento

    1. Navigate to All > Customer Service > Customer > Accounts.
    2. Select the number of the desired account.
    3. In the Addresses related list, select New.
    4. Fill in the fields on the Location form.
    5. Select an address type, either Billing or Shipping.
    6. Opcional: Enable the Primary field.
      If you have multiple billing or shipping addresses, use this field to designate one as the primary address.
    7. Select Submit.