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

To create a new unshared address in account, contact, dealer, or partner records, complete the fields in the Addresses section in the Detail page for the record.

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 unshared address record in an account, contact, dealer, or partner record, the Enable Shared Addresses setting must be deselected in your company profile.

To create a new unshared address in account, contact, dealer, or partner records

  1. On an Account, Contact, Dealer, or Partner Detail page, navigate to the Addresses section if the section is configured.
  2. To add a new unshared address, click New.
  3. In the Edit Address page, select the applicable country for the address from the Country picklist, and complete the remaining address fields for the record.

    NOTE: Oracle CRM On Demand adjusts the address fields to follow the addressing conventions of the country. For more information on mapping the address conventions, see About Countries and Address Mapping.

  4. Save the address in the Addresses section.

To create a new unshared billing or shipping address in account, dealer, or partner records

  1. On an Account, Dealer, or Partner Detail page, navigate to the Billing or Shipping sections under Additional Information.
  2. Click the edit icon in the upper right to edit the billing or shipping unshared address fields.
  3. Select the applicable country for the address from the Country picklist, and complete the remaining billing or shipping address fields for the record.

    NOTE: Oracle CRM On Demand adjusts the address fields to follow the addressing conventions of the country. For more information on mapping the address conventions, see About Countries and Address Mapping.

  4. Save the shipping or billing address.

    The shipping or billing address is listed in the Addresses related information section for the record, with the billing or shipping setting selected, as applicable.

To create a new unshared primary address in contact records

  1. On a Contact Detail page, navigate to the Contact section under Additional Information.
  2. Click the edit icon in the upper right to edit the contact unshared address fields.
  3. Select the applicable country for the address from the Country picklist, and complete the remaining contact address fields for the record.

    NOTE: Oracle CRM On Demand adjusts the address fields to follow the addressing conventions of the country. For more information on mapping the address conventions, see About Countries and Address Mapping.

  4. Save the contact address.

    The contact address is listed in the Addresses related information section for the record, with the Primary setting selected.


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