Address

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:

\u003e Home \u003e CRM \u003e Address

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 \u201cNew Address\