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Creating New Shared Addresses in Account, Contact, Dealer or Partner Records

When shared address functionality is configured, you can create a new address record directly in an account, contact, dealer, or partner record, without having to go to the Address tab by completing the Addresses section on the Detail page for the record if the Addresses section is configured. After you create an address record, it is listed in the Address homepage.

Before you begin. The Addresses related information is not shown on the Account, Contact, Dealer, or Partner Detail pages by default. To allow you to see this information, your company administrator must grant access to the Addresses related information for your role. You or your company administrator must then add the Addresses related information to your Details page layout for the record type. For more information on customizing your Detail page layouts, see Changing Your Detail Page Layout.

To create a new shared address record from an account, contact, dealer, or partner record, the Enable Shared Addresses check box must be selected, while the Validate Shared Addresses check box must be deselected in your Company Profile.

NOTE: When shared addressing is not configured; that is, the unshared address functionality is being used, you cannot create new shared addresses from the Addresses section on the Detail pages.

To create new shared addresses in account, contact, dealer, or partner records

  1. On the Detail page for the account, contact, dealer, or partner record, navigate to the Addresses section if it is configured.
  2. To create a new shared address, click New.

    NOTE: The New button is displayed only if address validation is turned off for the company. If address validation is turned on, then the new addresses can be added only from the Address tab.

  3. Enter an address name in the Address Name field (for example, Head Office Address).

    NOTE: The Address Name field is a required field, and can be used in searches. When you move to using shared addresses, carefully consider your naming standard for the address records. Recommendations include a concatenation of key address fields with a numeric suffix, or a combination of city and state (or province) with an externally generated ID. For example, if the address name is LebanonNJ38A08833, when searching for all address names starting with LebanonNJ, then you will find all the addresses in the borough of Lebanon that are in the state of New Jersey (NJ).

  4. Complete the fields in the Address Information section as required.

    When you have completed the Address record, it is listed in the Address section of the Detail page. The Address field that is displayed is a concatenation of the existing address fields of the Address object. For example, if Address 1 is 43 2nd St., City is Newark, State is NJ, and Country is U.S.A, then the Address field on the Address section is displayed as: 43 2nd St., Newark, NJ, USA. For information about the Address record fields, see Address Fields.

  5. Click Save.
  6. After saving the shared address information, complete the following steps, as required, by selecting Edit from the record-level menu for the address record:
    1. For accounts, dealers, or partners:
      • If an address is used for billing purposes, select Billing for the address record.
      • If an address is used for shipping purposes, select Shipping for the address record.

        Oracle CRM On Demand copies the address information to the Billing or Shipping section, as appropriate.

    2. For contacts, if an address is a primary contact address, select Primary for the address record.

      Oracle CRM On Demand copies the address information to the primary Contact section.

    3. For any of the four record types, to select the address type, use the Address Type picklist.

      The following are the address types that are available by default: Residential, Office, Vacation Home, Other, Vanity, Private, Postal, Hospital, and Clinic.

      NOTE: This field is required.

    4. Click Save.

To create a new shared address in account, contact, dealer, or partner records (alternate method)

  1. On the Detail page for an account, dealer, or partner record, navigate to the Billing or Shipping address section.

    On the Detail page for a contact record, navigate to the primary Contact address section.

  2. Click the Lookup icon at the top right.
  3. In the Address search window, you can create a new address by clicking New if address validation is not set up for your company.

    NOTE: The New button is displayed only if address validation is turned off for the company. If address validation is turned on, then new addresses can be added only from the Address tab.

    NOTE: If shared addresses are set up for your company, then the Billing, Shipping and primary Contact Address sections of the Detail pages are read-only.

  4. Complete the fields for the new address in the Address window.

    When you have completed the Address record, it is listed in the Account Address section of the Detail page. The Address field that is displayed is a concatenation of the existing address fields of the Address object. For example, if Address 1 is 43 2nd St., City is Newark, State is NJ, and Country is U.S.A, then the Address field on the Address section is displayed as: 43 2nd St., Newark, NJ, U.S.A. For information about the Address record fields, see Address Fields.

  5. Save the address record.

    In the Detail page, Oracle CRM On Demand lists the new address in the Addresses section.

    If the address record is a billing or shipping address on an account, dealer, or partner record, then Oracle CRM On Demand selects billing or shipping and populates the Billing or Shipping section in the record with the new address information. If the address record is a primary contact address, then Oracle CRM On Demand selects Primary and populates the Contact address section in the record with the new contact address information.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.