Associate an address to an account

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

Before you begin

Note: 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

Procedure

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.
   • Select an account from the list of existing accounts.

2. Navigate to Related List > Account addresses and select New.

3. Fill the details in account address form and select Submit.

   For more information about the table fields, see Account Address table.