You can record the addresses associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a Warehouse.

You can also add an Address as a standalone record without linking it to any of the entities listed above.

To access the Address list, go to:

Home > CRM > Address

1. How to create an Address

  1. Go to the Address list and click on New.
  2. Select Address Type.
  3. Enter details in Address Line 1, Address Line 2, City/Town, County, State, Country.
  4. Enter Email Address, Phone and Fax.
  5. Enter Link DocType and Link Name to link this address to customer, supplier etc.
  6. Save. Contact

You can also add an Address from the Customer or Supplier record by clicking on “New Address" button as shown below.

Add Address From Customer

To Import multiple addresses from a spreadsheet, use the Data Import Tool.

2. Features

An address may be linked to multiple customers or multiple suppliers.

An address can also be linked to customers and suppliers at the same time.