Share an address through non-related accounts
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.
Before you begin
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
Procedure
Navigate to All > Customer Service > Accounts.
Select an account and navigate to Related List> Account Addresses.
Select New.
Select the search icon next to the Location field.
From the pop-up, select a location that you want to reuse.
Image omitted: location\_non\_related\_accounts.png
Location window showing a list of locations that can be reused.
Location window showing a list of locations that can be reused.
Select the search icon next to the Account field.
Choose the account for which you want to reuse the address.
Note: 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.
Image omitted: account\_non\_related.png
Pop-up window displaying address sharing between non-related accounts form.
Pop-up window displaying address sharing between non-related accounts form.
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