Addresses related section

The Addresses related section displays the addresses linked to the selected record.

You can access this section from the details page of these entities:

  • Account
  • Contact
  • Lead
  • Invoice
  • Bill To
  • Pay From
  • Receivable
  • Ship To
Note: The workspace can be different based on the access rights provided to you or the customization.

ERP systems can contain multiple addresses for one record. However, when address records are shared with Infor CRM by an ERP system, only one address is mapped to Infor CRM. Only the address marked as preferred in the ERP is mapped. If no address is marked as preferred, the first address listed during the synchronization (typically in the Business Object Document) is mapped.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Insert: Use this option to add a new record.
  • Filter: Use this option to filter the addresses.
    Note: . You can view this option only if this section is accessed from the Account details page.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Address linked to the selected entity.

For each record, you can:

  • Click the Address or Edit to view or modify the Address in the Add/Edit Address window.
  • View the icons indicating if the address is Primary, Billing, or Shipping address.
  • Click Delete to delete the address.
  • Click Map to view the address on a map.
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