Create additional account addresses
An account can have multiple addresses, such as a main address as well as shipping and billing addresses.
Before you begin
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
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
Navigate to All > Customer Service > Customer > Accounts.
Select the number of the desired account.
In the Addresses related list, select New.
Fill in the fields on the Location form.
Select an address type, either Billing or Shipping.
Enable the Primary field.
If you have multiple billing or shipping addresses, use this field to designate one as the primary address.
Select Submit.