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.
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
HI Chitra: How do I decide what the Address Names should be. Any Examples?
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
Address Name : Finance
Line 3: No. 23 Block C Floor 3-A
Address Name : Procurement
Line 3: No. 23 Block C Floor 12-B
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 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.
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
Thanks for your patience. I just found it. Thanks very much
Thanks a lot