Create additional consumer addresses

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • Consumers can have multiple addresses, including one primary address.

    시작하기 전에

    Role required: One of the following roles:
    • sn_crm_consumer_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice.consumer_agent
    • sn_customerservice_manager
    • admin

    이 태스크 정보

    The primary address is stored in the Primary Address tab of the consumer form within the Addresses related list. When you fill in the fields in the Primary Address tab and select Submit, this information is added to the Addresses related list as the primary address, with the Primary field set to true. Any changes made to the Primary Address fields are also updated in the related list. A consumer can have only one primary address.

    Other addresses, such as billing or shipping addresses, can be created and stored in the Addresses related list. For these other addresses, the Primary field is set to false.

    프로시저

    1. Navigate to All > Customer Service > Customer > Consumers.
    2. Select the number of the desired consumer.
    3. In the Addresses related list, select New.
    4. Fill in the fields on the Location form.
    5. To denote this address as the primary address for the consumer, enable the Primary check box.
      A consumer can have multiple addresses but only one primary address.
    6. Select Submit.