CRM Address Management & Flow Down

Introduction

CRM Organizations can add different address for different departments or locations within the company. There's also the option to add a Primary Address for possibly the organizations head quarters. 

 

Address flow down occurs when a primary address for an organization is added or updated, which change/update any Primary Affiliated accounts work address to match the organizations primary address.

 

Setup

Log into your Administrative console, navigate to Settings -> Setup -> Configuration. 

 

-> Search for "Flow Down" 

Config "Enable the primary address for an organization to flow down to affiliated accounts" = On

-> Search for "Affiliations"

-Config: "Enable affiliations" = ON

-Config: "Hide CRM tab affiliations" = OFF

 

Primary Affiliations 

Select the Roster tab, Select Add Affiliation, Search for account, Fill out any other fields desired, Check the Primary Affiliation checkbox (When you check Primary Affiliation, the check box for Do Not Update Address will appear) Don't check the "Do Not Update Address" checkbox, Select the save button

 

Note: If "Do Not Update Address" is checked, this means any updates to the organizations primary address will not flow down to the primary affiliated account.

 

For more information on affiliating Organizations to Individuals please see the article "Managing Affiliations via the Administrative Console"  **<-ADD link**

 

In the top menu bar select Accounts, Search for the account you affiliated, Select the Edit button. You will see that only the Billing Address is present

 

In the top menu bar select CRM, Search for your organization and select it, Select the New Address button, Fill out the desired fields, Check the Primary Address checkbox, Select the Save button

 

After confirming the address a Flow Down modal will appear asking if you would like the address to flow down to the Organizations members. 

Select the Flow Down button

 

Now all your affiliated accounts that hadn't opted out, will have the organizations primary address listed in their account details. 

 

Go to Accounts, Search for your account, Select the Edit button

 

Editing Address & Changing Primary address

You company may have moved locations in which case you may want to change the primary affiliation, edit the address or delete address.

 

To Add new Primary Address:

In the CRM search for and select your organization, Select New Address, Fill out the fields, Check the Primary Address checkbox, Select the Save button. If confirmation modal appears, make a selection, (When the Flow Down modal appears) Select the Flow Down button. 

 

To Edit:

While on your organization, Select the hyperlink text of the address you wish to change, Make changes and select the save button

 

To Delete:

Find the address you wish to delete and select the Trash Icon next to it, (A confirmation modal will appear) Select the Ok button to delete the address

• Related Articles

• Syncing Organization Location and Primary Address

  Introduction Turn on to automatically create a location form the organization's primary address. Getting Started Login to the Administrative Console of your database, click on "Settings" > Setup > Configuration, and click on then search for "Create a ...

• Membership Flow Down

  Introduction Memberships can be added to organizations. The memberships will flow down to all accounts that are primarily affiliated with the organization. This allows the accounts under an organization to share the benefits of the membership. If a ...

• CRM Main Lead

  The Lead Main tab allows you access to your most current communications and the basic information about your lead. Example: You need to find the phone number, website, or email address of a current lead in the CRM. All of the important data that you ...

• CRM Add a New Lead

  Example: You met a potential client at an event. You want to enter his information into the CRM as a new lead in order to start tracking your communications with him. How To: To add a lead you simply click the New Lead icon. The Lead Information ...

• The CRM Outlook Plugin for Configio

  Introduction The CRM Outlook Plugin for Configio enables you to send messages from Outlook and to record those messages as CRM Communications. If the recipient's email address matches a single CRM Contact, then a CRM Communication is automatically ...