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Sales > Addresses > Managing Addresses > Sharing Addresses Between Account, Contact, Dealer, and Partner Records

Sharing Addresses Between Account, Contact, Dealer, and Partner Records

When shared addressing is configured for your company, you can add an existing address record, or edit an address that is listed in the Addresses section of an Account, Contact, Dealer, or Partner Detail page. Addresses that are common to account, contact, dealer, or partner records are linked by adding the same address record in the Detail page for each 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 add an existing, shared address record to an account, contact, dealer, or partner record, the Enable Shared Addresses check box must be selected in your company profile. If the Validate Shared Address check box is selected in your company profile, only validated addresses can be added to the record in this procedure.

To share an address between account, contact, dealer, or partner records

1. On the Detail page for the record, navigate to the Addresses section if it is configured for the record.
2. In the Addresses section, click Add.
3. In the Address Edit window, click the address selector beside the Address field.

   NOTE: The Address Name field is read-only.

4. In the Address Search window, select an address from the list of validated addresses if address validation is turned on for your company, or select an address from the list of all available addresses if address validation is turned off.

   For information on validating addresses, see Marking Shared Addresses as Validated.

   NOTE: If address validation is turned on for your company, and if the available addresses have not been validated, then no addresses will appear in the list of addresses for selection.

5. Select the address type from 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. You can associate the same address multiple times with the same account, the same dealer, the same partner, or with the same contact by using a different address type. For more information, see the Address Type field in Address Fields.

6. For accounts, dealers, or partners, you can click Billing if the address is used for billing purposes, and click Shipping if the address is used for shipping purposes.

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

   NOTE: For multiple instances of shared addresses that use different address types, removing an instance or removing the Shipping or Billing flag for an instance, removes the Shipping or Billing flag on all instances of the shared address. For example, suppose you have three instances of a shared address that is named Cain Clinic, and the address is set to 123 Main Street, Lansdowne PA 19050. For this address, the first instance type is set to Office, the second instance type is set to Postal, the third instance type is set to Other, and all instances have the Shipping flag selected. If you delete any of the instances, for example, the Office type, or if you deselect the Shipping flag in the instance, then Oracle CRM On Demand deselects Shipping in all three instances (Office, Postal, and Other) of this address. Similarly, if all instances have the Billing flag selected and you deselect the Billing flag in one instance or if you delete an instance, then Oracle CRM On Demand also deselects the Billing flag for all three instances.

7. For contacts, you can click Primary if the address is a primary address.
8. Save the record.