Create address

Create address

Goal

This article explains how to create a new location (address) and connect it to a company. After you create it, you can select this location when working with addresses in the system.

The location is stored under a company record in companies.

Procedure

Step 1: Open addresses

In the CRM module, open Address. You can also go directly to addresses.


Step 2: Click Add new

Select the button Add new to create a new location.


Step 3: Choose the Company (required)

In the Company field, search and select the correct company. The location will be saved under that company in companies.

Warning
The Company field is mandatory. You cannot save the location without selecting a company.

Step 4: Enter the location details

Fill in the fields you need, such as name, street, postal code, city, country, and any delivery or invoice notes.

Idea
For more information about the field meanings, see the article CRM - Company Form Fields in the help center.
[[fill-other-information.png]]

Step 5: Click Save

Click Save to finish. Your new location is created and ready to use.


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