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Creating Addresses for Accounts


You can create addresses for accounts. Later, end users can associate these addresses with the appropriate accounts. You can also edit existing addresses. Be careful when editing an existing address because the addresses for all accounts and contacts that are associated with that address also change.

This task is a step in Process of Managing Accounts.

To create an address for an account

  1. Navigate to the Administration - Data screen, then the Addresses view.
  2. In the Address form, create a new record, and complete the necessary fields.

Use the following procedure to associate an address with an account.

To associate an address with an account

  1. Navigate to the Accounts screen, then the Accounts List view.
  2. Select an account record.
  3. In the Account form, click the select button in the Address field.
  4. In the Account Addresses dialog box, move the address record from the Available column to the Selected column, and click OK.

    In this dialog box, you can also create new addresses from which to choose.

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