Address sharing through account hierarchy

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Users can reuse the same address between multiple accounts within the account hierarchy.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Customer Service > Accounts.
    2. Select an account and navigate to Related List> Account Addresses.
    3. Select New.
    4. See all the locations associated with the selected account in the account hierarchy by selecting the search icon next to the Location field.
      Note:
      The Account field is already populated with the name of the account.
    5. In the Locations pop up, select the location that you want to reuse.
      Locations dialog box displaying the addresses associated with the selected account in the account hierarchy.
    6. Select Submit.