Share an address through non-related accounts

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Enable your users to reuse the same address between multiple non-related accounts. This way, you can share an address between multiple accounts by using the Location field on the Account Address form.

    시작하기 전에

    Role required:
    • admin
    • sn_customerservice_manager
    • sn_crm_account_data_manager,
    • sn_crm_account_relationship_data_manager,
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin

    프로시저

    1. Navigate to All > Customer Service > Accounts.
    2. Select an account and navigate to Related List> Account Addresses.
    3. Select New.
    4. Select the search icon next to the Location field.
    5. From the pop-up, select a location that you want to reuse.
      Location window showing a list of locations that can be reused.
    6. Select the search icon next to the Account field.
    7. Choose the account for which you want to reuse the address.
      주:
      You can reuse addresses through non-related accounts from the location form. For more information on the location form, see Associate an address to an account.Pop-up window displaying address sharing between non-related accounts form.