Linking an account address

Using M3 CLM, you can link existing M3 CLM account addresses to a contact, activity, opportunity, issue, project, or general objects. The user can link the M3 CLM account address to an entity to know the actual location where a customer is based.

  1. Open an entity.
  2. Select Related Address tab.
  3. Click New.
  4. From the Select Account Address dialog, select the address you need to link to the record.
  5. Click Save.
    To view and modify the account address relationship details, open the newly-added related address from the list.