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Create an Address¶
For customers, customer users contacts in Oro application, the address book allows to enter and view account address details.
To add an address to the address book:
Click Add Address in the right corner.
A popup form appears with the following fields to fill in:
Defines the type of the address to be entered:
Note: More than one type can be selected for one address.
Checking the Primary box marks the address primary. Note that only one primary address is possible. Marking a different address primary will by default delete this mark from the address that has previously been marked Primary.
Identify the address by adding a label. This can help distinguish addresses if there is more than one address in the address book for one account.
If applicable, add a prefix to the name, e.g., Dr., Mrs., etc.
Enter the first name of the account representative.
Enter the middle name of the account representative.
Enter the last name of the account representative.
If applicable, add a suffix name, e.g., IV, Jr., etc.
Specify the organization represented by the account.
This field is mandatory. Select the country from the list. Selecting a country prompts additional fields to appear (Street, City, State, Zip/postal code, Phone). Street, City, and Zip are mandatory fields.
Either the Organization or both the First and Last Name fields are mandatory.
Click Save once you have filled in all the fields.
The address and the map showing the address location is displayed on the right of the address.
View an Address on the Map¶
It is possible to add more addresses to the same account. If you have more than one address on the Address Book page, clicking on one or the other will prompt a map to appear that corresponds to the selected address.
Manage an Address¶
Mark address as primary - To mark the address as primary, click on the right top of the address background, check the Primary box and click Save. The primary label will move to the updated address.
Delete is disabled for the primary address. To delete the address marked as primary, you need to move the primary label to a different address first.
Edit an address - To edit an address, click on the right top of the address background, update the address details and click Save.
Delete an address - Delete an address by clicking next to it.