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colkatol1 asked a question on 24 Feb 2015 11:12 AM

I am using CRM 2013 and when I try to lookup addresses for an invoice, the lookup window is blank.  if CRM captures and syncs addresses between Account and Contact, how do I add the address names so that the lookup window is populated.

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Suggested Answer
Chitrarasan Duraisamy responded on 24 Feb 2015 11:53 AM

use workflow to add address name automatically whenever new address is added to the system or make address name field required so user will be forced to enter address name when adding new address.  if add workflow make available on-demand you can add address name for all existing records

Chitra


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colkatol1 responded on 24 Feb 2015 11:57 AM

HI Chitra:  How do I decide what the Address Names should be.  Any Examples?

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Aileen Gusni responded on 24 Feb 2015 12:26 PM

Hi Colkatol,

You need to give Address Name, because by default the lookup will only find those addresses with Address Name...

You can use running number, or simpler step, just display the address name field to the form and ask the user to input.

Sometimes it is very useful for users to identify.

This is just example I have done in one of my user:

Address Name : HQ

Line 1: The Capitol Building

Line 2: Lavender Street

Line 3: No. 23 Block C Floor 12-A

Zip Code : 12345

City: Kuala Lumpur

Country: Malaysia


==================================

Address Name : Finance

Line 1: The Capitol Building

Line 2: Lavender Street

Line 3: No. 23 Block C Floor 3-A

Zip Code : 12345

City: Kuala Lumpur

Country: Malaysia


==================================

Address Name : Procurement

Line 1: The Capitol Building

Line 2: Lavender Street

Line 3: No. 23 Block C Floor 12-B

Zip Code : 12345

City: Kuala Lumpur

Country: Malaysia

It is just a thought..

Or you can just using running number or concatenate from existing field, for example Line 1 + Zip Code, etc....

Btw the Address Name:

For Account and Contact the Address number 1 and Address number 2 are stored in the field name:

 

Address 1: Name and Address 2: Name

While in the Address entity, the field name is just Name

 

Hope this helps.

Thank you!

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colkatol1 responded on 24 Feb 2015 12:38 PM

Thank you Chitra, but I am not sure of the process. I see a field in Address called "name" with the label "Address Name", but in the account, do I add a field called "Address Name" and update that field?  Sorry I am not getting full picture.  I am using crm 2013.

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Chitrarasan Duraisamy responded on 24 Feb 2015 1:45 PM

There is no need to add a new field , there is already fields  called "Address1 Address Name" and "Address2 Address Name".  You just need to update these field values. If you have additional address for an account then you need to Update "Address Name" Field value

Chitra


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Verified Answer
colkatol1 responded on 24 Feb 2015 2:03 PM

Thanks for your patience.  I just found it.  Thanks very much

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colkatol1 responded on 24 Feb 2015 2:03 PM

Thanks a lot

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Verified Answer
colkatol1 responded on 24 Feb 2015 2:03 PM

Thanks for your patience.  I just found it.  Thanks very much

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Suggested Answer
Chitrarasan Duraisamy responded on 24 Feb 2015 11:53 AM

use workflow to add address name automatically whenever new address is added to the system or make address name field required so user will be forced to enter address name when adding new address.  if add workflow make available on-demand you can add address name for all existing records

Chitra


Reply