You can choose existing contact information or create a new billing contact from the Add/Modify Plans form by following the steps below.
Home > Aria Crescendo Documentation > Aria for Salesforce > Aria for Salesforce > Opportunity Management > Setting Up an Opportunity or Quote > Enter Addresses
Enter Addresses
Enter Addresses
Table of contents
Overview
Entering an Address
Getting Here: Select an opportunity or quote > click Add/Modify Plans > Payment Method
- Select an existing contact by clicking the search button next to the Billing Contact search bar.
A new window displays with all records to chose from or the option to create a new record.
- Select the New Contact toggle to create a new contact address.
A Billing Contact form displays.
- Fill in all required fields marked with red.
This contact information will be used as the billing address for the opportunity or quote.
- Check the Update Existing Billing Contact Address checkbox to have this contact information be used as the default billing address in the future.
Editing an Address
Getting Here: Click Accounts > choose an account
- Click the Aria Account Contact or Aria Billing Contact under the Aria Fields section.
The Contact page displays.
Note: For Person accounts. the Billing Contact, Account Contact, Account Name, and Consumer Account fields all default to the account holder's information
- Hover over the Mailing Address field under the Contact Detail field.
A pencil symbol displays.
- Click the pencil symbol to edit the field.
- Make all applicable changes.
- Click OK.
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