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Adding a new postal address to a contact - not appearing in the "more addresses" of an account. RRS feed

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    If I add a new address to a contact, (i.e. not the main address on the front page of the account), and I am adding the contact through the account (i.e. using "new contact" within the account screen), why does the new address not get added in the "more addresses" screen? 

    Do we have to double enter?

    This would seem to be an area where you could get issues with errors in data entry - would there be a way of getting the system to double check against the main screen and the more addresses tab and look for duplicates (i.e. the same way it does with emails), and ask you whether you want to save the address you are entering?
    Tuesday, April 28, 2009 2:22 PM

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    Hi,

    When adding address to the contact, it's "private" for the contact. You would have to add a seperate one for account.

    I usually hide the additional addresses from contact; because in B:B cases it is most often relevant only with extra addresses for the account.

    It's the same with the primary address as you probably have experienced; changing it with the account does not change it accordingly for all the contacts. It's only populated from account when contact is created from account; but from there they are seperate.

    Sorry mate.

    Morten
    • Marked as answer by JoToon Wednesday, April 29, 2009 2:26 PM
    Tuesday, April 28, 2009 6:03 PM

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    Hi,

    When adding address to the contact, it's "private" for the contact. You would have to add a seperate one for account.

    I usually hide the additional addresses from contact; because in B:B cases it is most often relevant only with extra addresses for the account.

    It's the same with the primary address as you probably have experienced; changing it with the account does not change it accordingly for all the contacts. It's only populated from account when contact is created from account; but from there they are seperate.

    Sorry mate.

    Morten
    • Marked as answer by JoToon Wednesday, April 29, 2009 2:26 PM
    Tuesday, April 28, 2009 6:03 PM
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    Morten is correct!
    What I nromally do without any coding is the following:
    Capture the address on the account form not using more addresses.
    Build a workflow that fires on contact creation.
    When you create the contact form account your parent customer is pulled through.
    then autofill the address with the workflow selecting the account address values.

    It works fine for me!
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Wednesday, April 29, 2009 4:19 AM
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    Morten is correct.

    You also can't use workflow to add the contact address to the account--it won't let you create address records from contacts or accounts.
    Wednesday, April 29, 2009 10:53 AM
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    Thanks all {sigh}
    It does seem a very silly way of managing your customer records - it seems to be a point where major dirty data issues could creep in very quickly!
    Wednesday, April 29, 2009 2:29 PM