How to add an address to a relation

 

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Do you have a business card from your relation? It usually contains the address details. You can also typically find these details on the company's website. In MKG you will find the lines under the header. You enter the address details at the line level; as a relation can have multiple addresses. Follow this step-by-step plan to add an address to the relation card.

 

 

Step 1: Go to the 'Addresses' tab

 

On the module start page, search and select the relation to which you want to add addresses. The relation card opens, and the relation header is filled with the general information.

Go to the 'Addresses' tab. This tab is currently empty: there is No data available. The number of existing addresses is also displayed on the tab's label.

 

 

Step 2: Create an address line

 

You can now add one or more address lines on this tab. Click on Address 

to create a line. A list now appears on your screen. This list contains the main fields.

 

Address Maintenance You can, of course, enter the address details in the list. This list contains several standard fields. Double-click before the address line. This opens the address maintenance, giving you access to more input fields and a better overview of the checkboxes.

 

 

Step 3: Enter the address details

 

In the 'General' section, fill in the fields Street, House no., Zip Code, and City.

 

 

Step 4: Add the address

 

Click Save

. You have now added the address to the relation. By default, the administrative settings are set to display the zip code and city name in capital letters.

 

Add another address Does the contact have multiple addresses? Repeat the previous steps for each additional address you want to add to the relation.

 

 

Step 5: Navigate to the 'Relation'

 

Have you added one or more addresses? Use the navigation bar to return to the relation. On the 'Addresses' tab, you will see the added addresses listed in order. You can now set an address as the default address for your process documents, such as the quote, order confirmation, packing slip, and invoice. How to do this is explained in this article. 

 

Knowledge Center How to create a relation How to set up default addresses How to add a contact to a relation