Create additional account addresses

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

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

    Before you begin

    Role required: sn_customerservice_manager or admin

    About this task

    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.

    Procedure

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