Associate an address to an account

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

Before you begin

Role required: 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.
2. Select an account from the list of existing accounts.
3. Navigate to Related List > Account addresses and click New.
4. Fill the details in account address form and select Submit.
   For more information about the table fields, see Account Address table.